Lawcus provides a powerful data analytics engine that enables you to generate comprehensive reports of accounts receivable. These reports include information about invoices and payments owed by your clients in exchange for legal services. You can easily download the report as a CSV file for use in spreadsheet software or as a PDF file.
Before downloading, you have the option to filter the report based on various criteria, such as responsible attorneys, date range, clients, and more. Follow the steps below to generate an accounts receivable report on Lawcus.
Contents:
Navigating to the Accounts Receivable Data Analytics Interface
To navigate to the accounts receivable report analytics interface:
From anywhere on Lawcus, click on the "Dashboard" option in the side menu.
Switch to the "Reports" interface.
Navigate to the "Accounts Receivable" section.
Filtering Accounts Receivable Data for Desired Results
To filter accounts receivable report as desired:
Click on the "Filter" button.
Choose the desired filters to refine the details that will be included in the report. You can filter by responsible attorneys, clients, matter, result grouping metric, practice area, and date.
Once you have selected your desired filters, close the filter window.
Generating an Accounts Receivable Report in PDF Format
To generate your report in PDF format:
Click the "Download PDF" button.
Choose the "Save File" option and then click "OK" to save the downloaded report.
Open the downloaded report with any software that supports PDF files.
Curating an Accounts Receivable Report in CSV Format
To curate your report in CSV format:
Click the "Download CSV" button.
Choose the "Save File" option and then click "OK" to save the report.
Open the downloaded report with any spreadsheet software that supports CSV files.
By following these steps, you can easily generate and customize accounts receivable reports on Lawcus, allowing you to analyze and manage your financial data efficiently.