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Quick snapshot of client payments

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Duy Thai Posted: Thu, Oct 15 2009 12:34 AM
Is there a place I can find a quick total of all fee payments made to me by a particular client? The AR/Payments sub-tab in the matter record gives a (sometimes very long) list but not a total, and there's no export to Excel feature at this level. If I *must* run a report to do this, which report? Thanks for your help.
Duy Thai San Francisco TM/BM+
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Standard Reports > Transactions. Filter Tab choose Payments in Types and then the Matter or Client. Once the report generates you will have the standard options to save to pdf, rtf, etc. Hope this answers your question.

 

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