Overview
You can view all of your vendor's expense details and totals for each matter. This report will show all monthly totals for:
Total Firm Expenses Amount
Total Firm Unbilled Expenses Amount
Total Firm Billed Expenses Amount
Total Firm Paid Expenses Amount
Total Firm Due Expenses Amount
Matter with Totals
Individual Expenses for Each Matter
How To View Vendor Details Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Vendor Details
On the Vendor Details report page, you will see an overview of the firm total expense amounts in the graph at the top of the page
You can search by vendor name
You can filter by:
As Of date - View vendor summary totals at the given date
Vendor
Client
Expensed At Date Range
Expense
Invoice Date Range
Invoice
Matter
Payment
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.