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View reserves for fiscal quarter/year, and loss summary.

Reserves are added from the Reserves section of the Finance Navigation Bar.

Reserves Locations

Under International, click the Reserves hyperlink to view all reserve payments broken down by category and loss summary.

International Reserves

If the matter record has invoices with any firms/vendors who use an alternate currency, the exchange rates are displayed on the right side of the screen under Currencies Used In Matter.

"Matter" currency identifies the currency assigned to the matter record. "Base" identifies the currency assigned to the Lawtrac application. "Transactions" identifies the different currencies used in the matter record's invoices.

currencies used in matter

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