Feature Requests

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Revenue and Commissions Report filter by client NOT professional

We import this information for each client to quick books. Currently the report only creates a pdf filtering by professional instead of client/matter. We then have to run the report as a csv in order to filter by client. Please add filter by client!

  • Jessica Sullivan
  • Dec 16 2020
How often would you use this request?

We run this report monthly to balance out and pay our attorneys their commissions. It also balances out our trust accounts along with the trust banking report.

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