Rocket Matter Knowledge Base Reports'I want to see what the firm is owed' Report Key.

'I want to see what the firm is owed' Report Key.

Summary Report Totals 

  • 0-30 Days Out: Any balances remaining on Invoices that were processed between 0 and 30 days from the 'as of' date.
  • 31-60 Days Out: Any balances remaining on Invoices that were processed between 31 and 60 days from the 'as of' date.
  • 61-90 Days Out: Any balances remaining on Invoices that were processed between 61 and 90 days from the 'as of' date.
  • 91-120 Days Out: Any balances remaining on Invoices that were processed between 91 and 120 days from the 'as of' date.
  • 120+ Days Out: Any balances remaining on Invoices that were processed 120 days or more from the 'as of' date.
  • Grand Total: The total amount of all Invoices that are still unpaid.

Report Columns

  • Client: Results are grouped by Client. This is shows the Client for the specific grouping.
  • Matter: The Matter that the balance belongs to.
  • Matter Balance: The overall balance for the Matter at the time of the 'as of' date.
  • 0-30 Days Out:  Any balances remaining on the Matter that were from Invoices processed between 0 and 30 days from the 'as of' date.
  • 31-60 Days Out:  Any balances remaining on the Matter that were from Invoices processed between 31 and 60 days from the 'as of' date.
  • 61-90 Days Out: Any balances remaining on the Matter that were from Invoices processed between 61 and 90 days from the 'as of' date.
  • 91-120 Days Out: Any balances remaining on the Matter that were from Invoices processed between 91 and 120 days from the 'as of' date.
  • 120+ Days Out: Any balances remaining on the Matter that were from Invoices processed 120 days or more from the 'as of' date.
  • Work Phone: Client's Work Phone.
  • Work Email: Client's Work Email.
  • Primary Attorney: The Primary Attorney on the Matter, if one has been assigned.

Filters

  • Include Client Totals on Export: Exports are grouped by Client, like the report results. If this option is toggled on, each Client grouping will including a total for each date range column.
  • Select Currency: This filter will limit the results to Client’s Invoices that have the specified currency set.
  • Please select an as of Date: The date entered here will show what was owed for each date range grouping as of the date value.