Reports
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 ...
What Reports Can I View for my APX Payments?
Within the Reports section of Accounting, there are 2 reports that can be used to gage the payments processed through APX. Client Payments Report The Client Payments Report will provide you with a list of all deposits including direct payments to ...
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 ...
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 ...
Does Zola Suite Have Sub Accounts?
Zola Suite allows you to relate accounts within your Chart of Accounts to "parent" accounts. These accounts will fall under the parent account, allowing you to view a total under that parent account, in addition to a breakdown of the individual ...
How Can I Set My Client Expense Reimbursements To Hit an Income Account?
As a preference, some clients would like to separate all their Client Expenses and Reimbursements for those expenses. As requested when fixing taxes under certain entities. Right now, Zola Suite allows you to make billable hard costs and billable ...
How do I use Firm Budgeting?
Zola Suite’s Firm Budgeting will allow you to create many budgets, specifying a budget figure for any applicable Profit & Loss accounts. These budgets can then be selected on the Profit & Loss Report, comparing them to the actuals and displaying the ...
How Do I Generate 1099’s in Zola Suite?
You can produce a list of Vendors with the option to generate a 1099-MISC or 1099-NEC form in the 1099 Reporting Section. To access this report, go to Accounting > Reports > Vendor Reports > 1099 Reporting: By default, Vendors who have received at a ...
How Do I Use The Referral Report in Zola Suite?
Zola Suite gives you the option to link a Referral Source to each of your Matters. This will let you keep track of revenue from specific Referral Sources. This can be done from the Matter Creation Screen or from the Options Tab of a Matter that is ...
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 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 ...
How Do I Set up and Review Timekeeper Goals?
Zola Suite offers firms the ability to track goals for timekeepers in order to facilitate forecasting and promoting billable activities to meet the financial objectives of the firm. What performance goals can be tracked? You can set goals for: ...
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 ...
How Do I Calculate Compensation in Zola Suite?
Overview Law Firms compensate their attorneys and staff based on a wide range of criteria including origination, management of cases and work performed. Zola Suite provides a number of reporting tools to enable firms to generate compensation data. ...
What is the Flat Fee Productivity Report?
The Flat Fee Productivity Report was designed to provide you with a breakdown of how much you have billed and collected for Flat Fee Services. The hours worked will include any users’ who entered time for this Matter. The imputed Total (Regular ...
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 Account Reconciliation Report?
The Account Reconciliation Report is used to ensure that both your Zola Suite Register and your bank account transactions are in agreement. To start the reconciliation, click the + sign in the top right hand corner of the report header. Here, you ...
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 ...
How Can I Edit a Bank Reconciliation?
Sometimes while creating Bank Reconciliations you may make a mistake, confuse one transaction for another, and have to go back to update. If you need to make any changes to an existing reconciliation, you can do so by Going to the Reports tab of ...
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. To access this report, visit the Accounting section, and select the Reports Tab. The Fee Allocation ...
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 Do I Use Advanced Originations?
Does your firm have more than one Responsible Attorney per Matter, or you wish to split Originations between multiple attorneys? If so, Zola Suite Offers the ability to calculate advanced origination rates and percentages within any given Matter. ...
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 ...
What is a Timekeeper Productivity Report?
The Timekeeper Productivity Report is where you will be able to review a summary of all the billable and non billable hours broken down by timekeeper within a selected date rang. You can also review the realization rates organized by the timekeeper. ...
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 to add payroll to accounting?
Zola Suite does not currently have payroll integration but moving over the accounting can be done using journal entries. Create an expense account called "Payroll Expenses" If needed separate Payroll Expense accounts can be created for each employee ...
How Do You Close/Zero Out Accounts at Year End?
In this article, you will learn what journal entries are needed to close your books at year-end. Please note that once you close your books for that fiscal year, no other entries are to be made for that period. Thus, before closing your books we ...
Can I add time entries that are not billed to the client?
You can either set a time entry to "No charge" or "No charge don't show". Both of these two options mean that your client won't be charged for the time, but they do have differences when it comes to billing. To make sure you are choosing the correct ...
What is a Three-way Reconciliation Report?
A Three-way Reconciliation Report is a report that compares your Bank Statement balance (you enter this in), Book Balance in Zola Suite and the Client Ledger Balances in Zola Suite. Running this report is a great way to catch discrepancies and ensure ...
How to generate a Three-Way Reconciliation Report
You can run a Three-Way Reconciliation report through the Reports page, which is accessible from Accounting section. Click on Reports and Trust Reports Select Three way reconciliation report: 1. From the Select Account drop-down, select the ...