Who is this guide for?
Accounts Users and Accounts Supervisors
This report lists the Unpaid Disbursement postings entered using the Unpaid Disbursement posting type.
The filter options
- Fee Earner. Select one or more Fee Earner
- Branch. Report on All branches or a particular branch
- Department. Report on All departments or a particular department
- Currency. Select the Currency type you wish to report on
- Date Filters. Enter the date range you wish to report on
- Ordering. Listing by Client Name or Client Number
- Grouping. No Grouping or Fee Earner options.
The Report Layout
- Client Number/Matter Number
- Client number
- Matter Description
- Fee Earner
- Work Type
- Posting date
- Posting Reference
- Transaction Detail