What is the AR Aging Summary Used For?
The AR Aging Summary provides a total amount of unpaid invoices grouped by client, matter, and various levels of delinquency.
This report can be filtered by client, matter, responsible, originating or billing attorney, matter status, and location. You can also export it to a PDF or CSV File.
The search criteria also allows you to filter by clients/matters whose AR is older than a certain amount of days or greater than a specific dollar amount. Totals will be calculated for each client, as well as each level of delinquency.
This report gives you the option to break down the totals by fees and expenses. This will allow you to see how much of the outstanding AR is composed of fees, hard costs, soft costs, and taxes respectively.
What is Zola Suite's WIP/AR Trust Report?
The WIP/AR Trust Report in Zola Suite is extremely comprehensive and useful when allocating funds from Trust or an Operating Retainer, but it also serves as an excellent tool to get a detailed look at each of your Matters from a financial ...
What is the Statement of Account Used For?
Statements of Account are used to provide a list of invoices and payments by a particular client or matter. Statements of Account can be sent to clients who have outstanding balances, but no new invoices within the current billing period. These ...
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 Can I Report an Issue Anonymously?
Yes! Zola Media’s Anonymous Reporting form can be used to report possible illegal, unethical, or improper conduct independent of our normal communication channels if those other channels are not sufficient for this purpose. Any unrelated submissions ...
What is an Originating Attorney Report?
The Originating Attorney Report will tell you the realized and unrealized revenue from Matters within a selected date range, grouped by the Originating Attorney. You are able to filter by date, client, Matter, practice area, and originating ...
Experiencing degraded performance in Zola Suite?