The General Client Ledger Report gives your law firm an in-depth closeup of transactions that occur in your firm's operating account. It is organized alphabetically by client name and presents information such as payments coming in and going out, transfers, and the cumulative balance of payments made by each client.
Its importance lies in its being used to keep an eye on your legal business's financial health through the summaries of day-to-day activities on the operating account over a certain period.
You can filter the report based on:
Select Client | Strictly highlight trust balance of the chosen client |
Select Matter |
|
Select Practice Area | Limit the trust balance summaries to only clients that have matters in the designated practice area |
Group Results By |
|
Date Range | Restrict the report data to trust transactions that fall within the period selected |
Contents:
Navigating to general client ledger reporting interface
Filtering general client ledger report data
Generating a general client ledger report in PDF format
Curating a general client ledger report in CSV format
Navigating to general client ledger reporting interface
To navigate to the general client ledger reporting interface:
From anywhere on Lawcus, click Dashboard on the side-menu
Tap Reports
Navigate to General Client Ledger interface
Filtering general client ledger report data
To filter general client ledger report data:
Tap the Filter button
Choose metric(s) to filter details that's featured in the report
Close the window once done filtering
Generating a general client ledger report in PDF format
To generate a general client ledger report in PDF format:
Click the Download PDF button
Tap Save File and then Ok
Open up the downloaded report with any desired software
Compiling a general client ledger report in CSV format
To compile a general client ledger report in CSV format:
Click the Download CSV button
Tap Save File and then Ok
Open the report with any spreadsheet software