Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Through the Reports tab of the software (or matter) / Accounts Receivable Age tile, two views are dedicated to payers.
Accounts receivable
Payers View (summary by payer)
Payers/Matters view (summary by payer by matter)
Each view can be exported to Excel using the icon in the menu bar. Several reports exclusive to payers are available.
Client Accounts (Summary)
Client Accounts (Client-Payer) |
Client Accounts (Matter-Payer) |
Client Accounts (Payer-Client) |
Client Accounts (Payer-Matter) |
Client Accounts (Payer) |
Accounts receivable details (displaying invoices)
Accounts receivable details by client grouped by payer |
Accounts receivable details by matter grouped by payer |
Accounts receivable details by payer grouped by client |
Accounts receivable details by payer |
Accounts receivable details by payer grouped by matter |