Managing the Firm Reports
- Task Codes
- Expense Codes
- Professionals and Rates
- Clients and Matters
- Tax Listing
- Abbreviations
- Related Parties
- Relationships
Task Codes
A list of categories for Time Entries.
Example Task Codes report with default parameters selected:
Expense Codes Report
This shows categories for Expense Entries.
Example Expense Codes report with default parameters selected:
Professionals and Rates Report
List of Professionals and their Hourly Rates
Example Professionals and Rates report with default parameters selected:
Clients and Matters Report
Details of Client contact and Client billing settings including Matter details.
Example of ‘Client Simple’ Report Type:
Example of ‘Client Detail’ Report Type:
Example of ‘ Client Matter’ Report Type:
Taxing Listing Report
Report shows Tax listing by Client.
Example Tax Listing report with default parameters selected:
Abbreviations Report
Report shows a list of narratives with Abbreviations.
Example Abbreviations report with default parameters selected:
Related Parties Report
List of people related to a Client or Matter.
Example Related Parties report with default parameters selected:
Relationships Report
Relationships of people related to a Client or a Matter.
Example Relationships report with default parameters selected:
