Billed/Collected Sales Tax Report
The Billed/Collected Sales Tax report details fees, costs, and firm-collected sales tax per invoice and in total for those invoices that have tax applied to them.
Other
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Paid Taxes Report
The Paid Taxes Report shows: 1. The firm collected/paid taxes on vendor bills, the total for those bills, and the tax applied to them 2. Void transactions along with void adjustment 3. Journal entries at the end of the report
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Matter Billing Log
The matter billing log includes a matter’s fee and expense entries, over a specified period of time.
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Matter Billing Hours (Current Month)
This report details all the time cards for the selected matter that have been entered for the current month and a summary of the professional service rendered. Generate a Matter Billing Hours Report To generate a matter billing hours report: From the left navigation panel, click Matters. In the Matters Screen, double-click the matter and scroll …
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Client-Matter Ledger
The Client-Matter Ledger includes all the activities for Client-Matter such as time (fees), expense, invoice, invoice payments, trust activity, operating bank activity, credit memo in the order that it is entered. You can also choose to include bank information. Users will be able to view the summary of billed, unbilled items over a specified period …
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Matter Cost Statement
The Matter Cost Statement details all costs associated with a matter. This includes costs the firm incurred as well as those to be paid from trust at a later date. Generate a Matter Cost Statement From the left navigation panel, click Matters. On the Matters screen, double-click the matter and scroll down to its summary section. From the …
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General Ledger Report
This report can be used to generate the company’s year-end income statement as well as profitability as each money transaction from the bank account gets assigned to a category. To access this report, go to Reports > Accounting > General Ledger Report Filters Chart of Account: Choose “All” to view all the chart of accounts …
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1099 Payee Ledger Report
You can download a payment transactions list for a specific date range to determine those payees for whom you must issue a 1099 Form. Important: This report is only available for U.S. accounts. To access this report, go to Reports > Accounting > 1099 Payee Ledger Report Report Filters Payee Name: By default, all eligible …