Account Activity Report

This report shows the accounting activity for Clients/Matters within the given timeframe - such as invoices, payments, and balance adjustments. This can include unbilled activity totals and outstanding balances, based on your filter selections.

Filter Options:

• Clients
• Matters
• Account Managers
• Matter Type 

Grouping Options:

• Account Isolation Setting
• Client/Matter
• Client

Additional Options:

• Group By Account Manager:
• Show Invoiced Amount:
• Show Payments:
• Show Adjustments:
• Show Unbilled Activity:
• Show Outstanding Balance:
• Show Labor/Expense Breakdown

Tips and Tricks:

Is there a way to only see Adjustments?
The Account Activity Report works great for this! Select your date range and uncheck all filters except Show Adjustments.