Reporting & Firm Insights
Owner & Fee Earner Reports
- How to work out commissions/bonuses paid to Fee Earners based on Invoices Paid
- How do I manage and report partner distributions from setup to payout based on billing KPIs?
- How do discounts and uplifts work in the receipts section of the Fee Earner Summary Report?
- Why does the Fee Earner Summary Report not match the accrual P&L
- How does the Partner Distribution report work?
- Why does my Fee Earner Report not match the General Ledger Detail - Income Accounts?
- How does the Fee Earner Summary Report work?
General Reporting
Client & Matter Reports
- How do I categorise my matters by specific criteria or practice areas for reporting purposes?
- How does the Matters Opened report work?
- How does the Matter Compensation Summary report work?
- How does the Matter Hearing Dates report work?
- How does the Aged Matter Summary report work?
- How does the Fee Top Clients report work
- How does the New Clients report work?
- How does the Matter Financial report work?
Accounting Reports
- How do you compare the Accrual P&L with the Invoices Issued Report
- Why don't my Accrual GST Report (BAS Summary) Accrual Profit & Loss Report balances match?
- Why are there no invoices on a Cash P&L?
- How does the general journal report work?
- How does the balance sheet report work?
- How does the Profit and Loss report work?
- How does the General Ledger Detail report work?
- How does the General Ledger Summary report work
- How does the GST Statement report work?
- How does the aged client creditors report work?
- How does the aged trade creditors report work?
- How does the Trial Balance report work?
- Why is there a difference between the Income/Expense Total and the Income/Expense in the GST Summary?
Billing Reports
- How does the Work Done Report work?
- How does the Disbursement Summary report work?
- How do I sort the Aged Debtors Report by Matter?
- How does the aged debtors report work?
- How does the Last Time Entered report work?
- How does the average payment time report work?
- How does the Unbilled Work Report work?
- How does the Unrecovered Disbursements report work?
- How does the Invoices Issued report work?
- How does the Receipts report work?
- How do I find out the Billed WIP by Fee Earner, by Month/week/year etc?
- How does the Sundry Summary report work?
Trust Reporting
- Trust Account Cashbooks
- Print Trust Account Ledgers
- How to run a Trust Report or Controlled Money report
- How does the Trust Trial Balance report work?
- How does the Controlled Listing report work?
- How does the Trust Cashbook report work?
- How does the Trust Matter Ledgers report work?
- How does the Transfer Journal report work?
- How does the Debit Balances report work?