Rocket Matter Knowledge Base Reports'I want to see what the firm has been paid' Report Key

'I want to see what the firm has been paid' Report Key

Report Option Filters

Payments Received From: Will scope the results to any payments that were received from the date entered moving forward.

Payments Received To: Will scope the results to any payments that were received up until and including the date entered.

Show client payments made directly into:

- Trust Account: When enabled, the payments and/or option must also be enabled to view trust payments, or the adjustments option must be enabled to view trust adjustments.

- Operating Account: When enabled, the payments and/or option must also be enabled to view operating payments, or the adjustments option must be enabled to view operating adjustments. Although it states operating account, payments and adjustments tied directly towards invoices fall under this option.

- Payments and/or: This option will pull payments but only when combined with the Trust account and/or Operating account options.

- Adjustments: This option will pull adjustments but only when combined with the Trust account and/or Operating account options.

Currency: This filter will limit the results to client’s invoices that have the specified currency set.

 

Report Columns

Client: The client the payment was received from.

Matter: The matter the payment is associated with, if applicable (payments into trust are not associated with a matter).

Date: The date the payment was made.

Description: The payment or adjustment description.

Amount: The amount of the payment or adjustment.

Report Summary

Total: This value represents the total amount of all payments in the result set.