Overview
You can view all of your member payment arrangement allocations directly in ZenCase from the Reports page. This report will list all members by client and matter with the invoice number, invoice date, payment number, and collections information for each member.
How To View Allocation Arrangement Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Allocation Arrangement.
On the Allocation Arrangement report page, you will see all members by client and matter with their corresponding collections.
You can filter by:
Member
Client
Matter
Invoice Date
Payment Date
Click "Settings" in the top right of the table results to turn on and off columns to display.
Click "Export Report" to view your report in CSV format or PDF format.
When selecting "PDF" option, at the bottom of the pop up window you will see an option to view the report grouped by different display options.
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.