Steps:
- Use your assigned credentials to access the system.
- Once on the dashboard, locate and click on the Reports module.
- Click on “Client Reports” then select relevant report you wish to view from the dropdown.
- Debtors Aging Report - This report shows outstanding client balances categorized by how long they have been overdue. It's typically grouped into time buckets such as 30, 60 or 90 days.
- Debtors List - This is a list of all clients with outstanding amounts.
- Fee Notes Items Billed- Shows a breakdown of all items or services that have been invoiced to clients through fee notes.
- Fee Notes Items Received- This report outlines the payments received from clients that are linked to issued fee notes.
- Quotation Item Report - Displays the items that were included in client quotations.
- Other Reports -These include specialized reports that gives a deeper understanding into file and billing activity:
- Files Opened with No Fee Notes: Lists active client files where no billing has been done.
- Files Opened with No Fee Notes (Debit Balances): These files have no fee notes but have expenses or disbursements already charged, resulting in a negative balance (money spent without billing).
- Files Opened with No Fee Notes (Credit Balances): Files with unutilized funds (client deposits or prepayments) but no fee notes issued yet.
- Files Opened with No Fee Notes (No Balances): Files with no activity neither fee notes nor disbursements.
- Files with No Balance: Files where billed amounts have been fully paid i.e. zero balance.
- Billable vs Collection: Compares the amount billed against what has actually been collected.
- Vatable Disbursement Report Budget vs Actual: Compares budgeted vatable disbursements against what was actually spent.
- Non-Vatable Disbursement Report Budget vs Actual – This report compares non-vatable disbursements that were budgeted for a file versus the actual non-vatable disbursements incurred.