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 perspective.
- It provides a summary of Un-billed fees, Expenses, AR, and unused Trust and Operating funds by Matter.
You will see a breakdown of Expenses, Time, and if there is a Prebill or Draft Bill on the Matter you are looking at. This is a very helpful report to consult before making batch Trust Transfers or sending out Invoices/Statements of Account.
What Is the Difference Between Operating and Trust Retainers?
A Trust Retainer is money that is given to the firm that needs to go into a separate escrow account where the firm has no access to it. However, an operating account is money that is given to the firm that can be used by the firm on payment. Once ...
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 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 Automatically have the AR Aging Report Saved for Particular Dates?
Often times you may need to retroactively view Accounts Receivable balances as of a specific date. At this time, the AR Aging Summary will only display current AR balances. While you can pull the data and save it to your records for future ...
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?