Class-Based |
Create a Class-Based Report
Class-based reporting allows you to categorize your income and expenses based on classes to create a financial picture that meets your firm's specific needs.
Before you begin to create class-based reports, make sure to enable class-based tracking under Setup > Firm Settings > Firm Preferences.
class-based/create-class-based-reports.htm#microcontent1
P&L By Matter Owner Class
In general, a Profit and loss report will provide a breakdown of income and expenses, resulting in a net income amount.
class-based/pl-by-matter-owner-class.htm#microcontent1
P&L by Area of Law Class Report
In general, a Profit and loss report will provide a breakdown of income and expenses, resulting in a net income amount.
class-based/pl-by-area-of-law-class-report.htm#microcontent1
P&L by Matter Custom Class Report
In general, a Profit and loss report will provide a breakdown of income and expenses, resulting in a net income amount.
class-based/pl-by-matter-custom-class-report.htm#microcontent1