Matter Cost Statement

Introduction

The Matter Cost Statement details all costs associated with a Matter, regardless of whether they were incurred by the firm or will be paid out of Trust funds at a later date. 

How to Generate Report

1. Start at the Matters tab, double-click on the desired matter or select the matter and click  Details

2. Click on the Banking tab, then click on the 3rd Party Bills Tab

3. Click  Action, then click Report – Matter Cost Statement.

4. Next, select the format of your report. Options include seeing only costs incurred by the Firm, Third Party bills to be paid by another entity at a later date, or both types of expenses in the same report. 

5. When ready, click Generate

Sample of Report

View a screenshot of the last page of a sample report.

Updated on October 17, 2018

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