The Payments Collected report provides a summary of all payments you have received from clients and recorded on your Lawcus account. It details the invoice number to which the payment collected was applied, the client who made the payment, the destination the payment was sent to, as well as the payment amount and date. The grand total of payments collected for the period selected is also featured at the foot of the report.
Within the Payments Collected report analytics interface, you can adjust, filter, group, and arrange the payments data in a variety of ways. For example, you can filter information by bank accounts, date range, responsible attorneys, practice area, clients, or matter.
Contents:
Navigating to payments collected report interface
From anywhere on Lawcus, click Dashboard on the side-menu
Tap Reports
Navigate to Payments Collected
Filtering payments collected data
To filter payments collected data as desired:
Tap the Filter button
Choose metric(s) to filter data that's included in the report
Close the window once done filtering
Generating a payments collected report in PDF format
To run a payments collected report n PDF format:
Click the Download PDF button
Tap Save File and then Ok
Open up the downloaded report with any desired software
Curating a payments collected report in CSV format
To put together a payment collected report in CSV format:
Click the Download CSV button
Tap Save File and then Ok
Open the report with any spreadsheet software