Overview
You can view all of your vendor's monthly totals for the last 12 months. This report will show all monthly totals for:
Total Firm Expenses Amount
Total Firm Unbilled Expenses Amount
Total Firm Billed Expenses Amount
Total Firm Paid Expenses Amount
Total Firm Due Expenses Amount
Current Month
Previous Month
Previous 2 - 12 Months
How To View Vendor Summary Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Vendor Summary
On the Vendor Summary report page, you will see an overview of the firm total expense amounts in the graph at the top of the page
You can search by vendor name
You can filter by:
As Of date - View vendor summary totals at the given date
Vendor
Client
Expense
Invoice
Matter
Payment
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.