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Matter Ledger Entries Report In ZenCase
Matter Ledger Entries Report In ZenCase

How To View Matter Ledger Entries Report In ZenCase

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Written by Daryna Chorna
Updated over 10 months ago

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.

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