Who is this guide for?

Accounts Users and Accounts Supervisors

This report lists the bills posted on the Client Ledger Cards but which have been fully allocated against a receipt or credit note, so that all or part of the bill is still outstanding.  This report is grouped by Fee Earner

The filter options

  • Fee Earner.  Select one or more Fee Earner
  • Date Filters.  Enter the date range you wish to report on
  • Branch.  Report on All branches or a particular branch
  • Department.  Report on All departments or a particular department

The Report Layout

  • Work Type
  • Private/Legal Aid
  • Client number
  • Matter number
  • Client name
  • Matter Description
  • Bill date
  • Bill Reference
  • Posting Detail
  • Bill Value
  • VAT
  • Amount Paid
  • Amount Due