Articles on: General Reports

Fees Book (General Report)

About Fees Book



The Fees Book report provides general invoices that are billed. When creating the activity, if you have not indicated that “payment for disbursement has being made for the general account” and that “payment has been issued,” the transaction will not be displayed in the fees book report, even if it is billed.



The Fees Book report includes specific information such as:

• Date, invoice number, client name, disbursement billed, taxes billed, and total billed.

Who Can Access the Fees Book Report



Anyone who has access to Danalix platform is able to access the Fees Book report.

How to View And Generate Fees Book Report



To view and generate this report, to go:

Step 1

General Reports sidebar menu > Fees Book > from the pop-up window, select the “date range” > click Generate Report.




Step 2

This pop-up screen will display with a list of fees information.




How to Save To File, Print, or Download a Fees Book Report



To Save To File, Print, or Download this report, to go:

General Reports sidebar menu > Fees Book > from the pop-up window, select the “date range” > Generate Report > click Save To File, Print, or Download.

The report is downloadable in a PDF format.
The report is saved to your local desktop file folder in a PDF format.

Updated on: 19/09/2023

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