Accounts Receivable Aging Report: The Accounts Receivable Aging Report provides a list of all moneys billed, but not paid, on a matter by matter basis by attorney and aged by current, 31-60 days, 61-90 days and over 90 days.
The Unbilled Cost Report: summarizes information from the Matter Billing Activity Ledger for each matter 3 balances.
Billing Report: The Billing Report provides a breakdown of fees, costs, late charges, taxes, hours and trust billed on an invoice for a particular client/matter. This report sorted by INVOICE DATE and RESPONSIBLE timekeeper.
The Matter Summary report: provides financial information about billed amounts, paid amounts and currently owed amounts for a matter. This information comes directly from the Matter Billing Activity ledger.
Cash Flow Report: The Cash Flow Report shows the total amount of funds received and sent out for a specific cash account.
Unpaid Invoice Report: The Unpaid Invoice Report provides a list of unpaid invoices on a matter by matter basis, broken out for fees, costs, late charges and taxes. This report is affected by 2 different functions in the system – Billing/ Post Bills and Billing/Payments Received. When an invoice is posted in the system the amount of the current activity on the invoice will appear on this report. When a payment is made (Billing/Payment Received) and the invoice number is used the amount will be modified by the amount of the payment, or deleted if full payment.
Click Reports in primary navigation bar and click Open Cases under Cases & Notes section.
You can Search the Report for a specific name or word. i.e. Client Name, Service Type, etc.
Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.
Everything you do and everything you bill revolves around client matters. Our legal software solutions give you a full 360° view.
With more than 35 years leading the legal software industry, we know we can help find the best solution for your firm.
Have you been hearing about document automation? See how scalable solutions are helping firms to the next level…
APX is PCI Compliant, protecting your clients’ sensitive billing data.
Case intake screens capture well-organized client information and set in motion workflows with accurately prepared legal forms and precise follow-up events. Case status, chronology, deadline, and alert reports enable you to support each case’s upcoming activities.
Legal accounting requirements are unique. Therefore, Abacus Accounting software provides you a legal-specific chart of accounts. When you get started, Abacus will come with a set of chart of accounts where you can capture clients’ expense accounts, and as well as cash flow accounts, you can view capital expense accounts. You alsohave revenue, rent, expense accounts, write up, etc. These are right out of the box assets, liability, capital expense, revenue, and expense accounts that comes as part of the program.
That way you can click on the time ticks and you can have as many time tickets running at the same time so you can start the timer and start capturing your time. As soon as you click done, it will automatically transfer this billable time on to the billing and accounting module. Again, since it’s an integrated system, once you enter your time it will automatically be sending and list it for you on the actual invoice on the billing section of the program.
Via Abacus Billing and Accounting by clicking on the payment icon. Once you receive a payment Abacus keeps track of all the invoices that you send out. Based on client selection you can select your client and you’ll be able to see all the invoices that are in the system
The vendor is entered on the billing and accounting section of the program . Let me show you how that vendor information is entered in the program and that is under accounts payable vendor. When I click on vendor activity it shows all my vendor activities here on this window. I can easily set up a new vendor either from the case management side of the program, or I can always click on the vendor, setting up vendors in Abacus Billing and Accounting by setting it up under files of the vendors.
Trust reporting, a summary report that shows you detailed information that you can run based on your criteria, such as date range, a responsible timekeeper that has captured your time, and as well as based on the account or client selection or as well as matters.
That is done on the billing and accounting section of the program . Once you bring in a matter, once you set up a matter in the case management software it will automatically, the matter and the client information will be set up for you on the billing and accounting section of the program.
You can modify your times that you have captured or you add additional time tickets right from the billing, preview of the bill. Also, Abacus allows you to, when you are finalizing or posting bills, you can select the bill to be reviewed or you can also print it or you can save it to a file or you can email it as an attachment. It uses Outlook to send those emails to your client as an attachment.
Like most case management software, Abacus Law links your matters to your calendar, your clients, your documents, and your emails. From pre-set matter styles to pre-written forms for many jurisdictions (that can also auto-fill certain information), Abacus Law can streamline the basic needs of your practice.
You can bill directly from case matters and run detailed reports from your accounts, trust balances, aged accounts receivable, and more. You’ll have access to over 100 standard accounting and billing related reports, and can even have additional reports built out for an additional fee.
Condensed (NOT recommended): When checked, the report uses a “condensed” typeface (around 16 characters per inch across the page). This will typically appear very small when printed.
A report would need to be made that has field for Name (e.g. Label1), and Email on it.
In the case of a Column report, the Report determines what columns (fields) appear on the report, and the Query determines what rows (records) appear on the report. For example, if you wanted a report that shows a list of names and email addresses, but only showed the names and email addresses of clients, the report would be run like so:
Column – this is the most common type. It is organized like an Excel spreadsheet, with columns for the fields, and rows for the records. This is the only type of report that can be output as a Data Merge File (e.g. CSV or Excel format).
The Report determines what fields appear on a report, and how it looks visually.