RECEIPT ALLOCATION REPORTS

 

Click here for a pdf report that provides samples of reports listed below.  Or click each report description for individual pdf samples.

 
  • These receipt allocation reports allow you to view how fee payments for invoices/bills have been allocated to staff in a variety of ways.
  • In some reports, payments received and not allocated at all are also tracked.
Available Reports:

By Originating By Matter Ref

By Originating By Staff

By Originating

By Other

By Referring

By Responsible By Matter Ref

By Responsible

By Staff By Matter Ref

By Staff By Originating

 

More Report Versions:

By Staff By Originating

By Matter Code

By Matter Ref By Staff.

By Responsible By Matter Ref

By Responsible

By Originating By Staff

By Responsible By Matter Ref

More to Come...