Help · Legal
Legal reports in SwiftlyBooks
Client balances, unbilled work, fee notes owed, each fee earner's time, and what each matter earned.
The reports
- Client balances: what each matter holds in trust for its client.
- Unbilled work: what a fee note would charge each matter now.
- Fee notes owed: each fee note and disbursements note not yet paid, by how late.
- Fee earners: each one's hours recorded and charged, their value, and what was billed.
- Matters: each matter's fees billed before VAT, the most first.
Use them
- Choose a tab. For Fee earners and Matters, choose the dates.
- Press a matter or a fee note to open it.
- Press Download for a spreadsheet.
Good to know
- Each currency is added up apart, never with another.
Related
The same help is in the app: press the ? at the top of any page.