Balance by Matter Name Report

If you use matter names as a type of business you do (e.g. Purchase, Bankruptcy, etc.), this report provides important balances grouped by matter name as of a particular date. Balances shown are unbilled and unpaid amounts and retainer balances in operating and trust accounts.

To access the report, go to Reports > Billing > Balance by Matter Name

Report Filters

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

Matter Name: Choose all matter names or a specific matter name.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Sample Report