LEGAL
The Reports tab allows users to download several different reports that pertain to the firm’s current financial state. These reports help the firm gain an overall idea of its performance.
Click the radio button next to the desired report and click Generate Report.
After providing specific information for that report, click Export. All reports will download as a .csv file and can be opened in Excel. Downloaded reports can then be edited and saved.
The following types of reports are available in Firm Central Time & Billing:
Time by Matter or Client: Displays the billed and unbilled time for a specific matter or client in a specific date range. Please note report specific information populated in Excel below.
Time by User: Displays the billed and unbilled time for one or all users in a specific date range. Please note report specific information populated in Excel below.
Expense by Matter: Displays the billed and unbilled expenses for one or all matters in a specific date range. Please note report specific information populated in Excel below.
Accounts Receivable: Displays all outstanding amounts owed in a specific date range. Please note report specific information populated in Excel below.
Trust Account Balances: Displays the balances of all open trust accounts in a specific date range. Please note report specific information populated in Excel below.
Collection Realization by User: Displays the collection realization for one user or all users in a specific date range. Please note report specific information populated in Excel below.
Collection Realization by Matter: Displays the collection realization for one matter or all matters in a specific date range. Please note report specific information populated in Excel below.
Collection Realization by Client: Displays the collection realization for one client or all clients in a specific date range. Please note report specific information populated in Excel below.
Write Offs: Displays the write offs, credits and discounts for one client or all clients in a specific date range. Please note report specific information populated in Excel below.