Reports: Cost Transfer

This guide will take you through the Cost Transfer report

This report lists all matters where there is a balance owing in Office or Disbursements and monies available to transfer in the Client bank.

Filter options

• Fee Earner – Select one or more Fee Earner, or leave blank for all
• Work Type – Select one or more Work Type, or leave blank for all
• Branch – Report on All branches or select a single branch
• Currency – Select the Currency type you wish to report on

Grouping and Ordering

Grouping – No Grouping, Fee Earner or Work Type.  Subtotals are shown at the end of each section and a new report page is started for each section

List of Columns produced

• Client/matter number
• Client name
• Matter Description
• Fee Earner code
• Work Type code
• Private or Legal Aid indicator
• Client – balance held in Client
• Office – balance held in Office
• Disbursements – balance held in Disbursements
• Work in Progress
• Transfer – suggested value to be transferred from Client to Office/Disbursements