If you use matter names as a type of business you do (e.g. Purchase, Bankruptcy etc.), this report provides important balances grouped by matter name as of a particular date. Balances shown are unbilled and unpaid amounts, retainer balances in operating and trust accounts.
To access the report, go to Reports > Billing > Balance by Matter Name
Matter Owner: Choose all matter owners or a specific matter owner.
Matter Name: Choose all matter names, or a specific matter name.
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Learn more about generating reports.