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Learn how to use the Unbilled and Unpaid Overview Report to find out how much money you can move from your trust account to your operating account at any given time.

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Getting Started

This report name is dynamic and is based on the Unbilled and Unpaid filter. If both Unbilled and Unpaid are selected, the title will be "Unbilled and Unpaid Overview." If only one is selected, it will be titled "Unbilled Overview" or "Unpaid Overview".



Report ColumnsReport Filters
  • Matter Number 
  • Client 
  • Matter Type 
  • Matter Description 
  • Person Responsible 
    • Initials 
  • Introducer 
    • Initials 
  • Total Unbilled 
  • Total Unpaid 
  • Credit Balance 
  • Potential Credit Applied 
  • Trust Balance 
    • Only Unprotected Amount 
    • Sum of all trust accounts if multiple trust accounts 
  • Potential Trust Applied
  • Introducer (default: All) 
    • Multi-select 
  • Person Responsible (default: All) 
    • Multi-select 
  • Matter Status (default: All besides Deleted and Cancelled) 
  • Practice Area (default: All) 
  • Matter Type (default: All) 
  • Client Search 
  • Client 
  • Include zero balance trust & credits (default: False) 
  • Unbilled and Unpaid 
    • Make User Choose 
    • Options 
      • Select All 
      • Unbilled 
      • Unpaid 
  • Save Filters as Firm Default




Important Notes

  • Interest, Surcharge and GST are all included in unpaid. 
  • Includes all matters with a trust and/or credit AND an unbilled or unpaid balance unless a filter is selected. 
  • Unbilled does not include non-billable or write-offs. 
  • Unbilled amounts on draft invoices includes discounts and surcharges. 
  • Amounts applied are in the order of Credit and then Trust.

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