Balance by Matter Name Report

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

Report Filters

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.

Sample Report 

Updated on November 12, 2021

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