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 Zola Suite Offer?
Are you looking to run reports based on the information you have entered into Zola Suite? If you go to the Accounting section you will notice that Zola Suite offers 4 different sections of reporting: Client Reports AR Aging Summary - The total amount ...
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 ...
What Is the Billed and Collected Report?
The Billed and Collected Report provides an overview of billed totals and collected totals for fees by invoice date and collection date respectively. This report can be generated by the User, Practice Area and Location. Filters: Filter By: The date ...
What is a Work In Progress Report?
The Work In Progress Report (WIP) is where you will be able to see all of the unbilled time from every user in your firm. You can use the filters to show the unbilled time by Client, Matter, Responsible Attorney, Practice Area, and Billing Type. You ...
How Do I Print the Statement of Account for a Client?
If you have one client with multiple Matters or would like to send your client a listing of everything they owe from each invoice they have, you can print and send them their Statement of Account! Go to the Accounting Section Click on the Reports ...
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