Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Who is this guide for?

Accounts Users and Accounts Supervisors

This guide will go through the Unpaid Bills report

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.

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
In this article