Matter Financial Summary Report

The Matter Financial Summary report summarizes financial information about the charges, fees, billed amounts, paid amounts, currently owed amounts, and aged amounts due for a matter.

1. Select Matters > Matter Financial Summary. The Matter Billing Summary window appears.
   
   

2. Select the matter and enter the date range for the report. Matter financial information is listed in the fields.

3. Under Destination, select whether you want to preview the report, print the report, print the report to a file, or email the report.

4. Click the Preview, Print, File, or Email button (depending on what you chose for print destination).