Accounts Receivable
A/R Standard Format

Standard accounts receivable report with client details

A/R with Aging Buckets

Outstanding invoices grouped by aging (Current, 1-30, 31-60, 61-90, 90+ days)

A/R without Aging

Simple A/R list without aging breakdown

Billing Reports
List of Billing - All

Complete list of all invoices

Client Billing History

Billing history for specific client

By Engagement Type

Billing grouped by engagement/case type

Collection (Based on Billing)

Collection analysis based on billing date

Collection (Based on Receipt)

Collection analysis based on payment receipt date

Collection Reports
Collection Report - Per Client

Collection summary by client

Time Charges
Detailed

Detailed time entry report with all fields

Hours and Amount

Summary of hours and billable amounts

Hours Only

Time entries showing hours without rates

Group by File Number

Time entries grouped by engagement/file

Specific File by Lawyer

Time entries for specific file broken down by lawyer

Out-of-Pocket Expenses
Sorted by Category

Expenses grouped by category

Sorted by File Number

Expenses grouped by engagement/file

Sorted by Transaction Date

Chronological expense listing

Client Reports
List of Clients

Complete client master list

By Classification

Clients grouped by classification type

By Industry

Clients grouped by industry sector

Engagement Reports
By Category

Engagements grouped by practice area

Category Count

Count of engagements per category

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