Generate Reports - Account Statement and Disbursement Total by Client

Law firms operating under our pre-pay service do not receive monthly invoices. Instead such users will generate reports - account statements or disbursement totals - for their accounting purposes. With the Reports, users are able to review spending within time frames that they set themselves. 

1. Click the person icon in the top right corner of your screen and click Reports.

2. Enter the Date Range for your report.

3. Select the Report type: Account Statement or Disbursement Total by Client

4. Click Generate.

Congratulations! You now know how to generate reports for your firm's account!