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: 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.

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.