Reports & Audit Journals
Running Reports & Audit Journals
Reports List
Account History
AP Aging by Vendor
Accounts Payable History
Accounts Payable Outstanding Invoices by Vendor
Accounts Payable Vendor Listing
Aged Accounts Receivable Detail by Firm
Aged Accounts Receivable Detail by Timekeeper
Aged Accounts Receivable Summary by Firm
Aged Accounts Receivable Summary by Timekeeper
Aged WIP Detail by Responsible Timekeeper
Associate Docketed Time Analysis
Automatic Disbursement Capture
Bad Debt Account Detail by Working Timekeeper
Bank Reconciliation
Billings, Receipts, Writeoffs, and Variances by Timekeeper
Bill Entity Address Listing
Bill Entity Relationship Listing
Cash, Time Entered, and Fee Summary
Cheque Listing by Bank
Cheque Requisition
Chronological WIP History
Client Address Listing by Client Originating Timekeeper
Client Bill History
Client Financial Detail
Client/Matter Address Listing
Client/Matter Listing by Major Client (No Financial)
Closed File Information
Closed File History
Closed Matters
Collection Detail
Collection Summary
Conflict Search
Consolidated System Listing
Deletion Report
Deposit Slip
Detail Trust Listing
Docketed Time Analysis
Entity Financial Detail
Entity Performance Reports
Event Report
File Listing by Billing Date
Financial Summary
GL Balance Sheet
GL Chart of Accounts
GL Detail
GL Operating Statement
GL Trial Balance
Interest Earned on Invested Trust
Interim Billing
Invested Trust
Levy Report
Matter Financial Summary
Maturing Trust Deposits
Missing Time
Nature Time Summary
New Case Report
Non-Billable Time by Timekeeper
Outstanding WIP
Posted Time Status
Print Prebill Report
Profitability by Client
Quarterly Billings and Receipts
Tax Analysis
Time and Fee Analysis by Firm
Time and Fee Analysis by Timekeeper
Time and Fee Report
Time Entry
Time Recorder Listing
Timekeeper Billing
Timekeeper Detail Distribution
Timekeeper Rates Listing
Timekeeper Report
Trust Allocation by Client
Trust Balances by Bank
Trust Balances by Client
Trust Balances by Major Client
Trust Listing by Bank
Trust on Hold
Unbilled Disbursement Listing
WIP Balancing Detail by Responsible Timekeeper
WIP Balancing Summary by Responsible Timekeeper
WIP Exception
Audit Journals List
Accounts Payable Cheques & Cheque Reversals
Accounts Payable Invoices & Invoice Reversals
Accounts Receivable Redistribution
Accounts Receivable Transfers
Accounts Receivable Write Offs & Write Off Reversals
Cash Disbursements
Client to Client Trust Transfer
Department Transfer
Disbursement Transfer
Disbursement Write-Downs & Reversals
Fee Billings & Bill Reversals
Firm Cheques & Firm Cheque Reversals
Firm Receipts & Firm Receipt Reversals
Interest Calculation
Journal Entries
Time Entries
Time Recalculations
Time Transfers
Time Write Up/Down & Reversals
Trust Cheques & Trust Cheque Reversals
Trust Receipts
Trust Transfer Deposits
Trust Transfers/Reversals
Year End
