Overview
The Reporting Tab offers reports specific to Financial and Productivity Reports.
Including:
Aging Invoices: See how long each invoice has been overdue
Accounts Receivable: All invoices, status and balance due
Trust Account Summary: Summary of debits and credits and account balances
Trust Account Activity: Details of debits and credits
Transactions: Payments are collected via all LawPay payment pages
Electronic Payments: View LawPay Processing fees
Deposit Funds: View funds deposited to Trust and Operating accounts by month
Monthly Summary Report: View LawPay Processing fees
Transaction Report: Summary of all transactions by Date Range, Account and Status
User Time & Expenses: Time entries and expenses for yourself and other timekeepers
Create Reports
To run and view a report:
Select the Reports Tab.
Select the Report you want to view.
Add Filters.
Note: Filters change based on the report.Select Run Report button.
Export the report by selecting the Export button. Reports can be downloaded as a PDF or CSV file.
