Jenifer McDonald (Customer) asked a question.
How to print out a list of all disbursements for a matter
How to print out a list of all disbursements for a matter
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Jenifer McDonald (Customer) asked a question.
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Hi there Jenifer,
We would recommend you to utilize the 'Firm & Matter Analytics' function to generate a matter statement.
To enable this function, go to Menu -> Marketplace and in the Marketplace window search for 'Firm and Matter Analytics' and hit 'Enable.'
Once done, go back to the matter, then navigate to 'Financial Summary' and you will see 'Matter Statement' option.
We hope this helps! Take care.