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QUESTION: I am looking for a report to see fees billed and then cash allocated against those fees by working member.
RESPONSE: The fees collected for selected fees billed by working member provide the allocated fees billed and collected you are looking for. In this case you may want to select the date range for the fees collected (primary date range) and the date for the fees billed (secondary range) so they equal each other for the results to be fees billed in the period with the value collected in the same period.
We include the quick start as it will help explain the use of the filter and summary options for this report.
RELATED DOCUMENT:
Fees Collected for Selected Fees Billed Report | Acumin Documentation