This report allows you to capture the spend by any level of the Business Hierarchy (Type5), by any date populated on the invoice record, and for Matter records that are open and closed.
- Top-menu, Reporting | Report Listing
- To the right under Report Categories, click on Matters
- To the left click on report Title ‘Dollars by Department’ (MAT003.cfm)
Select the Business Unit Level desired.
Enter the between dates as needed and select the Invoice Date filter desired.
- Date Recorded
- Invoice Date
- Period From
- Period To
- Date Approved
- To Accounting
- Date Paid
You can choose to run this report to include only Open, only Closed, or both Open/Closed matters.