Reports

Aged Matter Summary

This report lists all outstanding invoices by age which includes 30+ days, 60+ days and 90+ days.

Primary Fee Earner: You have the option to select the fee earner to display the matters they own. Select “All” if you want to view all matters.

Select Sort Order: You can choose an option from the drop down menu and the report will sort the data based on the option specified.

Referring to the screen shot below, if the sort order selected is Client Name, the report will display and be sorted by the name of the Client, which provides additional summary information at the Client level.