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 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
To preview the report, click view.
When ready, click download.