Issued Payments Report

The Issued Payments Report shows the total number of payments the firm has made on cases and the total of those payments along with the payment details. 

• Filter by a specific time frame by selecting a date range and clicking Update. 
• Search for a payee or case with the search bar.
• Click the grey dropdown to the right of the payment to view Case Details.
• Select the Payment Type dropdown to sort by Client Trust Payments or Costs.
• Search for a check or card number in the search box.
• Sort by a specific column by clicking on the column heading. 
• Export this report to Excel or CSV by clicking the Export icon on the right-hand side.
• This is a permission-based report, if you do not have access please contact your firm administrator.