Overview
You can view the Expenses Legacy report in your firm directly in ZenCase from the Reports page. This report will show all of the expenses imported into the Legacy Billing table associated for each client's matter.
Please Note: Legacy billing records are for reference only and you cannot bill against any items existing in legacy billing records.
How To View Expenses Legacy Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Expenses Legacy
You will first need to select the matter to view the fees for each matter
You can filter by:
Client
Matter
Date Range
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.