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Adding firms in order to generate a consolidated trial balance -
Aged AR report showing invoice numbers -
Allocated fees collected (cash received) for the working member. Lawyers Fee Credit Summary report -
AR Report to support provision for bad debt. Aged receivables older than ...as at the end of prior fiscal year with receipts as at current date -
Client Response - Hours Worked - Chargeable and Non-Chargeable Report Option -
Date format inconsistent between report and Acumin form -
Generating the Billing history for one matter -
GL operations based reports - GL operation date equals the object transaction date -
Holiday in the firm calendar is not reflected as a holiday in the Low Time No Time report -
Matter Report with Parties Represented and Other Parties -
Member Activity type report generated for older than 7 years has no data (empty) -
New matters opened report for a period filtered by client or matter status -
Posted hours worked dashboard and report options for individual lawyers by month -
Report Fees Billed by Task Code for Client - Group Client -
Contingency - Non-Contingency WIP report summarized by working member -
AR summary by member sorted by balance outstanding in descending order -
Cannot generate productivity and member activity reports from Acumin Training because there is no data -
Report - Cash receipts grouped by client, ordered by fees collected - top billed -
Allocated fees collected split by matter Contingency status - Contingency & non Contingency matters -
Transfer report to fulfill audit trail requirement for hours worked corrections on time between June and October -
Report that lists payments included in a batch of AP cheques or debit memos -
Aged cash receipts report by responsible member by client -
Collection realization rates - Fees Collected for Selected Invoices -
Access to the Client Matter Count's dashboard and report results -
Interest payments collected on Accounts Receivables -
Why do I receive message "There are General Ledger Accounts which have not been assigned" when generating the Income Statement? -
WIP Report by role holder filtered by WIP value - Leveraging billing frequencies -
Report or Print List View that Lists Previous Matter Number -
Hours worked dashboard options to filter and report unposted time entries for a working member -
Issues with the Detailed Draft Invoice Report -
Fee billed for working member and for others where he is the role-holder, and where others are the role-holder -
Lawyer Activity Report shows a negative allocated fee billed value - fees credited or manual allocation -
Reporting based on address -
Reporting role composition -
Reports not displaying the client's name -
How to generate WIP Trust and AR reports for matters with only Trust -
Personalized Aged AR Report -
Permission to change so members using personalized reports only see their own results -
How to export to Excel from Crystal Report so my data is format free -
WIP Inquiry and Aged WIP Report - pre-Conversion inclusion differences for example subsequent write-offs -
Financial statement "From" date parameter greyed out - how to execute prior year statements -
Member Activity Summary - Order the report output by member code -
Hours Worked by Matter by Month Report vs. Member Activity Report - Hours Billed Discrepancy / Do not Balance -
Fees Billed, Credited, Collected or Write off: Difference between Matter Responsible and Working Member -
Billing History Report showing the Interest Paid -
How to add a member to an existing personnalized report -
Modifying a member's position title in the DDI report -
Financial Statement - The GL account codes don't print even if the "Display Account Code" option is selected -
Discrepancy between Hours Work in Member Activity reports and Hours Worked regular reports -
How to generate a Client and Vendor list/report with addresses -
How to generate an A/R Ledger report per client showing all invoices, payment received and balances. -
How to generate a Client list by trust bank account with trust balances -
How to add roles to the Matter Draft and Draft Detailed Invoice (DDI) reports -
Why Does a Client Code Appear on Reports Instead of the Client Name?