Valuable Property Record

• Valuable Property Record

  About Valuable Property Record Valuable properties are items received by the lawyer or law firm from a Client. They might include but not limited to items such as estate assets, share certificates or similar securities, or executed Powers of Attorney. You are required to record valuable property received, and a receipt to be given to the Client reflecting the details of the valuable property. Valuable Property is linked to a Client’s Matter. The Valuable Property Record is a list of all cFew readers

General Expense

• General Expense Record

  About General Expense Report The General Expense report provides a record of your business or operating expenses associated with running your business. These expenses might include overhead such as rent, or operating expenses such as furniture, travel, payroll, etc. You can specify expenses you want to view in the report within a specified date range. Who Can Access General Expense Report AnyoneFew readers

Activities

• Activities Report

  About Activities Report This feature generates a report that identifies Activities that are: Billable and Non-Billable. It also distinguishes one or more Firm Users who have activities that are billable or non-billable. The billable and non-billable information is indicated when you create a Matter. An Activity that is linked to that Matter automatically takes the Matter characteristics of being billable or non-billable.Few readers

General Account Deposit Slip

• General Account Deposit Slip Report

  About General Account Deposit Slip Report The General Account Deposit Slip Report provides a list of invoice payments that have been deposited into a financial account (e.g. bank account). It mainly reflects a list of Clients who have made payments (payer) and who the payments have been made to (payee). You can specify a date range for which you want the list of invoice payments to be provided for. You are not limited to the number of months of data you are able to generate for a geneFew readers

Retainer Agreement

• Retainer Agreement Report

  Retainer Agreement Report The retainer agreement report lists all retainer agreements that have been generated. These include reports that have been signed by both the client and the firm, as well as those signed by the firm and not the client. If a client matter is created and you have not yet generated a retainer agreement for it, it will not be listed in the retainer agreement report. Who Can AcFew readers

Client's General Ledger

• Client General Ledger Report

  About Client General Ledger Report The Client General Ledger Report is a list of all Clients and their individual general expense records within a specified date range. These expenses include: • Expenses incurred on behalf of a client. • Fees billed to a client. • Other information that is included in this report include: the taxes billed to the client, date, payment on the account (this could beFew readers

Jount Client Verfication Record

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General Disbursement Journal

• General Disbursement Journal Report

  About General Disbursement Journal Report The General Disbursement Journal report provides a record of expense payments. These include both general expenses and regular office expenses. The report lists in chronological order and within the specified date range, all general expense payments using various payment options such as Cheques, EFT, Credit Card, Cash, etc; purpose of payment; dollar amount; and person the money is paid to. (https://storage.crisp.chat/users/helpdesk/websiFew readers

Client Verfication Record

• Joint Verification Report

  About Joint Client Verification Report The Joint Client Verification Report lists all Individual and Organization Joint Clients who have completed the Joint Client Verification by providing the required identification that verifies who they are. What the reports allows you to do: • View the verification detailed information of each Client. • Select a specified date range for which theFew readers

General Receipt Journal

• General Receipt Journal

  About General Receipt Journal The general report journal report provides a list of paid general expense Invoices within a specified date range. Each itemized general receipt journal record includes the following information: • The payment details include: date of payment, client name, payment method, payment amount, and the payer. Who Can Access the General Receipt Journal Anyone who has accesFew readers

Fees Book

• 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 nFew readers

Invoices

• Invoices Report

  About Invoices Report The invoices report allows you to view all your invoices in a downloadable excel spreadsheet. You are able to view invoices for one or more clients at a time. Who can Access Invoices Report Anyone who has access to Danalix platform is able to use the Invoices Report. How to Generate, Download, & View Invoices Report To generate, download and view invoice report, to goFew readers

Referral Report

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• About General Reports

  The General Reports function allows you to view the following type of reports: Activities General Disbursements Journal General Account Deposit Slip Invoices Joint Client Verification Record Retainer Agreement Client General Ledger General Expenses Valuable Property Ledger General Receipt Journal Fees Book Client Verification Record Referral Report How to View General Reports Go to: General reports sidebar menu select the date range whFew readers