If you use matter names as a type of business (e.g. Purchase, Bankruptcy etc.) that you do, this report provides important balances grouped by matter name as of a particular date. The balances shown are the unbilled and unpaid amounts.
To access the report, go to Reports > Billing > 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.
- Sort By: You can sort by client name, matter file number, or date opened for the matter.
- Dates: Choose a date, by clicking the drop-down arrow or choose till today, till last month, till last year.
View/Download
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
