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Fixed Fee Billing Reconciliation Report
This report shows fixed fee amounts and billed amounts to ensure all of your fixed fee matters are being billed in a timely manner.
collection/fixed-fee-billing-reconciliation-report.htm#microcontent1
Insufficient Retainer Balance Report
This report shows clients whose matter retainer balances have fallen below minimum required balances.
collection/insufficient-retainer-balance-report.htm#microcontent1
Matter with Receivable & Retainer Balance Report
This report gives a list of matters which have outstanding balances as well as retainer balances. This report can be used to identify those matters and pay off outstanding amounts with either trust advances or by using credit available from the operating account.
collection/matter-with-receivable-retainer-balance-report.htm#microcontent1