Overview
You can view the Receipt Summary report in your firm directly in ZenCase from the Reports page. This report will show all clients and matters total fees paid, total expenses paid, total paid, and total unallocated amounts. You can also view the grand total amounts for all items displayed on the page.
This report will show the following:
Client
Matter
Fees Paid
Total matter allocated fees amount by non-credit memo payments.
Expenses Paid
Total matter allocated expenses amount by non-credit memo payments.
Total Paid
Total matter allocated amount by non-credit memo payments.
Total Unallocated Client
Total unallocated payment amounts for the client.
Total Unallocated Matter
Total unallocated payment amounts for the matter.
Total Fees Write-Offs
Total matter allocated fees amount by credit memo payments.
Total Expenses Write-Offs
Total matter allocated expenses amount by credit memo payments.
Total Write-Offs
Total matter allocated amount by credit memo payments.
Note: Credit memo payments are payments which have a payment method marked as "Credit Memo". A credit memo payment type can be labeled "Credit Memo" or "Write-Off", as defined by your firm administrator.
How To View Receipt Summary Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Receipt Summary
You will see all clients and matters receipt totals for this year as the default date range. View the totals for:
Total Unallocated
Total Fees Paid
Total Expenses Paid
Total Paid
You can filter by:
Client
Matter
Assignee
Include Fixed Fees: Yes or No
Client Originator
Matter Originator
Fee Type
Status
Include Zero Actual Hours: Yes or No
Start Date
Due Date
Start To Due Date
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Report" 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.