Report Guides
Batch Audit
- General Journal Batch Audit (AL1000)
- Expense Entry Batch Audit List (AL1010)
- Time Entry Batch Audit List (AL1020)
- Credit Memo Audit (AL1030)
- Manual Bills Audit (AL1040)
- Posted Bills Audit (AL1050)
- Trust Adjustment Audit Report (AL1080)
- Voucher Audit Report (AL1090)
Batch Edit
- General Journal Batch Edit List Report (EL1000)
- Expense Entry Batch Edit List Report (EL1010)
- Time Entry Edit List Report (EL1020)
- Trust Adjustment Edit List Report (EL1080)
Batch Log
Master Lists
- User ID Master List Report (ML1000)
- Office Code Master List Report (ML1050)
- Accounting Periods Master List Report (ML1060)
- Chart of Accounts Master List Report (ML1070)
- Timekeeper Master List Report (ML1080)
- Expense Code Master List Report (ML1090)
- Practice Class Master List Report (ML1100)
- Expense Schedule Master List Report (ML1120)
- Holiday Schedule Master List Report (ML1130)
- Personnel Type Master List Report (ML1140)
- Fee Schedule Master List Report (ML1150)
- Expense Code Cross Reference Report (ML1160)
- Task Code Master List Report (ML1170)
- Sub Account Master List Report (ML1190)
- Task Code Xref (Cross Reference) List Report (ML1200)
- Activity Code Master List Report (ML1220)
- Clients Master List Report (ML1230)
- Text Code Master List Report (ML1240)
- Matter Master List Report (ML1250)
- FS/Layout (Financial Statement Layout) Master List Report (ML1260)
- Report Queue Master List Report (ML1270)
- Accounts Payable Master List Report (ML1280)
- Vendor Master List Report (ML1290)
- Billing Timekeeper Clients Report (ML1300)
- Bill Format Matter List Report (ML2000)
General Ledger
- Year End Closing Report (GL1000)
- General Ledger Trial Balance Report (GL1010)
- General Ledger Report (GL1020) - General Ledger
Other
- Aged Unbilled Expenses Report (OT1111)
- Aged Unbilled Time Report (OT1110)
- Billing Projection Report (OT1050)
- Billing Summary Report (OT1070)
- Cash Receipt Deposit Slip Report (OT2020)
- Cash Receipts Summary Report (OT1080)
- Cumulative Client/Matter (Client / Matter) Billed Summary Report (OT2047)
- Daily Time Summary Report (OT1020)
- Open Prebills Report (OT1040)
- Originating Timekeeper Report (OT1130)
- Prepaid Balance Report (OT2000)
- Time and Expense Details Report (OT2025)
- Timekeeper Diary (OT1000)
- Unposted Bills Audit Report (OT2030)
Import Errors
- Expense Entry Import Error Report (ER1010)
- Journal Entry Import Error Report (ER1000)
- Time Entry Import Error Report (ER1020)
Trust
- Trust Account Balance Report (TR2000)
- Trust Bank Balance Report (TR1010)
- Trust Ledger History Report (TR1000)
Accounts Payable
- Aged Open Items Report (AP1000)
- Cash Requirements Report (AP1030)
- Bank Reconciliation Report (AP1040)
- Pre-Check Register Report (AP1050)
- Check Register Report (AP1060)
- Vendor History Report (AP1070)
- Voided Checks Report (AP2000)
Other Analysis
- Timekeeper Analysis (OT1010)
- Billing Timekeeper Recap Report (OT1120)
- Account Analysis Report (OT1030)
- Working Timekeeper Analysis (OT1090)
- Expense Analysis Report (OT1100)
- Client/Matter (Client / Matter) Analysis Report (OT2010)
Combined Analysis
- Combined Analysis by Billing Agreement Report (AN1000)
- Combined Analysis By Billing Timekeeper Report (AN1001)
- Combined Analysis by Client Report (AN1002)
- Combined Analysis By Expense Code Report (AN1003)
- Combined Analysis By Office Report (AN1004)
- Combined Analysis by Originating Timekeeper Report (AN1005)
- Combined Analysis by Personnel Type Report (AN1006)
- Combined Analysis by Practice Class Report (AN1007)
- Combined Analysis by Task Code Report (AN1008)
- Combined Analysis by Working Timekeeper Report (AN1009)
Billing Analysis
- Billing Analysis by Billing Agreement Report (AN1050)
- Billing Analysis by Billing Timekeeper Report (AN1051)
- Billing Analysis by Client Report (AN1052)
- Billing Analysis by Expense Code Report (AN1053)
- Billing Analysis by Office Report (AN1054)
- Billing Analysis by Originating Timekeeper Report (AN1055)
- Billing Analysis by Personnel Type Report (AN1056)
- Billing Analysis by Practice Class Report (AN1057)
- Billing Analysis by Task Code Report (AN1058)
- Billing Analysis by Working Timekeeper (AN1059)
Collection Analysis
- Collection Analysis by Billing Agreement Report (AN1100)
- Collection Analysis by Billing Timekeeper Report (AN1101)
- Collection Analysis by Client Report (AN1102)
- Collection Analysis by Expense Code Report (AN1103)
- Collection Analysis by Office Report (AN1104)
- Collection Analysis by Originating Timekeeper Report (AN1105)
- Collection Analysis by Personnel Type Report (AN1106)
- Collection Analysis by Practice Class Report (AN1107)
- Collection Analysis by Task Code Report (AN1108)
- Collection Analysis by Working Timekeeper Report (AN1109)
Working Analysis
- Working Analysis by Billing Agreement (AN1150)
- Working Analysis by Billing Timekeeper (AN1151)
- Working Analysis by Client (AN1152)
- Working Analysis by Expense Code (AN1153)
- Working Analysis by Office (AN1154)
- Working Analysis by Originating Timekeeper (AN1155)
- Working Analysis by Personnel Type (AN1156)
- Working Analysis by Practice Class (AN1157)
- Working Analysis by Task Code (AN1158)
- Working Analysis by Working Timekeeper (AN1159)
Aged A/R Analysis
- Aged A/R Analysis by Billing Agreement Report (AN1200)
- Aged A/R Analysis by Billing Timekeeper Report (AN1201)
- Aged A/R Analysis by Client Report (AN1202)
- Aged A/R Analysis by Client UDF Report (AN1205)
- Aged A/R Analysis by Matter UDF Report (AN1206)
- Aged A/R Analysis by Office Report (AN1203)
- Aged A/R Analysis by Originating Timekeeper Report (AN1207)
- Aged A/R Analysis by Practice Class (AN1204)
