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Finding a Client Matter Report including Time

Need to find a client matter report that runs the balances on all the matters. Report that runs per matter with the chargeable time (WIP).

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Written by Valeriu Holtea
Updated over 6 months ago

Follow the below steps to run a full report listing.

  1. Log in to the Accounts Desktop.

  2. Select the Reports Tab.

  3. Select the drop down arrow for Account Ledger.

  4. Select Full List Report.

  5. Click the plus icon + next to the MATTER PERIOD BALANCES folder.

  6. Then the report is called ACCOUNT FULL LIST.

  7. Select Run Report.

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