Download a sample here! Credit Balances
A report showing Credit Balances by Matter
Used to identify balances that may need to be applied to bills.
- Dimension(s):
- Client, Matter
- Measure(s):
- Unapplied Cash, On Account Fees, On Account Disbursements, Retainer
- Parameters:
- As Of Period
- Grouping(s):
- Client, Matter
- Sort:
- Client Code, Matter Code
- Options:
- None
- Notes:
- Zero’s are suppressed by default