Osprey Academy
Search
Contact Us
Manage
Reports
Getting started
Welcome to Osprey
Installing Osprey
Integrations
Using Osprey
Accessing Osprey
Clients & Matters
Time Recording
Case Management
Client Ledgers
Portal
Reports
Accounting
Mobile & Add-ins
Compliance
Smart Actions
Convert2Client
Configure Osprey
Code Setup
System Setup
Financial Setup
Case Management
User Design
Tools & Utilities
Financial Periods
Include Documents
Portal Setup
Report Writer
Troubleshooting
Focused Workflows
Training
Financial Management
Client Financial
Other Financial
Analysis
Time
Miscellaneous
Financial Management
Understand VAT reports
Reports: Aged Creditors
Reports: Balance Sheet
Reports: Budget Analysis
Reports: Client Reconciliation
Reports: Office Receipts
Reports: Office Receipts – Allocated
Reports: Period End Reports
Reports: Profit and Loss
Reports: Trial Balance
Reports: Year End
Reports: Batch Interest Calculation
Reports: Cheque Report
Reports: Credit Limit Warnings
Reports: Current Credit Limit Warnings
Reports: Multiple Deposit Ledger Balances
Reports: Cash Accounting VAT Received
Making Tax Digital (MTD)
Client Financial
Reports: Aged Debtors
Reports: Batch Aged Debtor Letters
Reports: Bills Paid by Fee Earner
Reports: Bills Rendered
Reports: Cost Transfer
Reports: Fees Journal Listing
Reports: Ledger Balance
Reports: Unpaid Bills
Reports: Unpaid Disbursements
Reports: Case Cost
Reports: Case Cost Variance
Reports: Client Funds Movement
Other Financial
Reports: Audit Trail
Reports: Purchase Ledger Allocations
Reports: Purchase Ledger Balances
Reports: Suggested PL Payments
Reports: Unposted Audit Trail
Reports: Audit Trail inc (NL/PL)
Analysis
Reports: Analysis Of Costs Received Report
Reports: Archived Matters
Reports: Archived Matters By User
Reports: Fees Analysis Report
Reports: Fees Analysis Apportioned Cost Report
Reports: Fees Analysis By Time Fee Earner Report
Reports: Key Dates Report
Reports: Live Matters
Reports: New Matters
Reports: New Matters By User
Reports: Review Periods Report
Reports: Audit Trail (Case Mgt)
Time
Reports: Current Month WIP/Disbs
Percentage Recovery
Time Spent Summary
Reports: Time Spent
Work In Progress By Time FE
Work In Progress
Miscellaneous
Client List with merge
Client List
Contract Work Reports
Nominal Code Report
Nominal Period Report
Performance Targets
Spooled Archive Ledger
Top Client – Billing Report
Top Client – New Matters Report
Top Client – WIP Report
Top User – Tasks Ticked Report
Top Users – Files Opened Report
Top Users – Letters Produced
Run the CRM6/11 report
Complete your training booking
Your remote training package
×
×
Contact Support
×
Firm name
required
Your forename
required
Your surname
required
Work email
required
Work phone number
required
Description of the issue
required
Upload an optional screenshot