Matter Transactions Report

Introduction

The Matter Transactions Report shows a detailed statement for each matter. This includes all invoices generated and payments received.

To Access Report

Go to Reports > Matter Activities > Matter Transactions Report

Report Details

Matter Owner: Choose all matter owners or a specific matter owner

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year

Client-Matter: Check the box to choose all client-matters. To choose a specific matter, uncheck box and type in the client matter name. You can choose to view active matters only by checking the box. To choose inactive matters, uncheck the box.

Report Print Options

Check box to consolidate client matter list

To preview the report, click view.

When ready, click download.

Updated on October 3, 2018

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