Feature Requests

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Client Matters on Hold

I would like to have one simple report that would show all client/matters on hold

  • Melody Orth
  • Jun 2 2020
How often would you use this request?

every billing cycle.

  • Attach files
  • Guest commented
    24 Jun, 2020 09:55pm

    Until an easy report is available, you could run the Clients & Matters report (Report Type=Client Matter) and use the Report Output Format of CSV. Then open it in Excel, and Column E is the "Hold Billing" column. You could filter for TRUE there. I hope this is helpful.