The Check Deposits Report gives you an overview of all of the checks your firm has deposited. This report allows you to review all check deposits, amounts, and payees for all cases throughout a specific time period.
- Filter by a specific time frame by selecting a date range and clicking "update." By default the report will show the current month's data.
- Filter by Lead Attorney with the drop down at the top of the page. Click "update."
- Search for a case with the search bar.
- Sort by a specific column by clicking on the arrows next to the column heading.
- Export this report to Excel or CSV by clicking the "Export" button on the righthand side.
- This is a permission based report, if you do not have access please contact your firm administrator.