To View a Statement of Account Report

Linah Lugalia

Created Oct 26, 2021

To View a Statement of Account Report

This report shows clients statements based on the law firm handling the matter, invoice amount and the amount paid and the total due.

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Elitesuiteke

7 Steps
1

Log into the system

Log into the system
2

Go to Fee Notes & Quotations module

Go to Fee Notes & Quotations module
3

Click on Reports link

Click on Reports link
4

Click on Statement of Account option

Click on Statement of Account option
5

Fill in all the details in the pop out Statement of Account form

I.e. Select the Law firm, report type(summary/Detailed) and the date.

Fill in all the details in the pop out Statement of Account form
6

Once done click on the View Report button to access the report

Once done click on the View Report button to access the report
7

Statement of Account Report for the selected law firm will be displayed as per the example below

Print and Export to Excel options should you need to save the report in excel

Statement of Account Report for the selected law firm will be displayed as per the example below
Well done!
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