Overview
The Matter Ledger Entries report will show all of the invoices and payments history for your matter.
How To View Matter Ledger Entries Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Matter Ledger Entries
On the Matter Ledger Entries report page, you will be prompted to select a matter.
Select a matter from the Matter dropdown.
You will see all the payments and invoices for all matters.
You can filter by:
Client
Matter
Invoice
Payment
Click "Export Reports" to view your report in CSV or PDF 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.