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Matter with Receivable & Retainer Balance Report

This report gives a list of matters which have outstanding balances as well as retainer balances. This report can be used to identify those matters and pay off outstanding amounts with either trust advances or by using credit available from the operating account.

To access the report, go to Reports > Collection > Matter with Receivable & Retainer Balance

Report Filters

Matter Owner: To generate a report showing files belonging to a specific lawyer.

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 

Updated on November 12, 2021

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