Reports: Unpaid Disbursements

This guide will go through the Unpaid Disbursements report

This report lists the Unpaid Disbursement postings entered using the Unpaid Disbursement posting type.

Filter options

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

Grouping and ordering

• Ordering – Select the column to order by – choice of Client Name or Client Number
• Grouping – Choose one of No Grouping / Fee Earner options. If Fee Earner is chosen, a sub total will be produced for each fee earner

List of columns produced

• Client Number/Matter Number
• Client number
• Matter Description
• Branch
• Department
• Fee Earner
• Work Type
• Posting date
• Posting Reference
• Transaction Detail
• Value