If you want to run a fast report to see the amounts due and unbilled amounts for each Project then run the Account Balance report. This report pulls up to a certain date and can be filtered by Client, Project, or Account Manager.
Articles in this section
- New! Invoice Summary Report
- Originating Attorney Fields and Report
- Reports Overview
- Reporting Tips and Common Questions
- Running Reports for Disabled Users, Clients, or Projects
- Commonly Used Reports
- Report Filters as Favorites
- User Permission Report
- Invoice Emailed Report
- Do I have to apply payments to invoices to run all Accounting reports?