Who is this guide for?

Accounts Users and Accounts Supervisors

This report lists the bills posted on the Client Ledger Cards which have not been fully allocated against a receipt or credit note, so that all or part of the bill is still outstanding.  This report is grouped and subtotalled by Fee Earner.

Unpaid Bills example

Filter Options

  • Fee Earner – Select one or more Fee Earner, or leave blank for all
  • Date Filters – Enter the date range you wish to report on – dates are a required filter
  • Branch – Report on All branches or select a branch
  • Department – Report on All departments or select a department
  • Currency – Select a currency to report

List of Columns produced

  • Work Type
  • Private/Legal Aid
  • Client number
  • Matter number
  • Client name
  • Matter Description
  • Bill date
  • Bill Reference
  • Posting Detail
  • Bill Value
  • VAT
  • Amount Paid
  • Amount Due