About Fees Book

The Fees Book report provides information for billed and paid invoices.

The Fees Book report includes specific information such as:

• Date the invoice is paid in full
• Invoice number
• Clients
• Fees billed excluding taxes
• Disbursement billed
• Taxes billed
• Total amount billed

Who Can Access Fees Book Report

Anyone who has access to Danalix platform is able to access the trust fees book report.

How to Generate a Fees Book Report

To generate this report, to go:

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

How to Print or Download Fees Book Report

To print or download this report, go to:

Trust Reports sidebar menu > Reports > Fees Book > from the pop-up window, select the “date range” > Click Generate Report > the pop-up window will display the trust report > click Print or Download button.

You can download the report in PDF format.

Updated on: 19/09/2023