9 - Dashboard & Reports – mattero Knowledge Base

mattero Dashboard and Reports

Added the the Matter details to the Productivity by User Report enabling the display of lawyers contributions per matter Completed

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Matter Balances report now displays the matter trust balance Completed

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Invoice History Report - added an 'As Of Date' filter to display invoices issued up to the entered date. Completed

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Invoice History Report – the following fields have been added as display columns: paid date, practice area and invoice contact Completed

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