How Can I See What Fee's Were Collected?
You can pull a report which shows a full list of all professional fees and expenses that have been collected for a specific Matter or Zola Suite User.
You can filter by the following search criteria:
- Bank Account
- Responsible Attorney
- Originating Attorney
- Billing Attorney
- Practice Area
Once you have specified the parameters of your search, you can export this report to a PDF and print it out using the printer icon on the green toolbar.
What Reports Does CARET Legal Offer?
Are you looking to run reports based on the information you have entered into CARET Legal? If you go to the Accounting section you will notice the tab labeled Reports. They are broken down into the following sections: Client Reports AR Aging Summary ...
How Can I Create Custom Accounting Reports
With over 6 advanced reports, CARET Legal offers robust financial analytics that inform critical decisions within your firm. However, firms often need a more substantial data set to guide their business strategy. That’s where custom reporting from ...
How Can I Have Reports Automatically Sent Out?
Zola Suite offers Scheduled Reporting for Enterprise + subscription levels. If there is a particular report that you wish to have sent out either to yourself, or other users, you can do so by using the "Schedule Reports" button on the green toolbar ...
What is the Split Compensation Report?
The Split Compensation Report is one of Zola Suite's advanced reports that allows you to see data by user for matters that they are a responsible or an originating attorney for. (if they billed for a matter that they are not an originating or ...
How Do I Easily Access My Favorite Reports?
Do you have a report, or multiple reports, that you access on a regular basis? You can mark it as a favorite, which will allow you to open it from any page in Zola Suite. To mark a report as a Favorite, first, navigate to the Reports tab within the ...
Experiencing degraded performance in CARET Legal?