This report allows you to capture the spend by Matter Type, 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 Matter Type’ (MAT005.cfm)
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.