Matter Balances Report

The Matter Balances Report provides an overview of current balances on matters for the whole firm or matter owner and can be viewed based on the primary client or company on a matter within a particular date range. You can then print this report directly from Thread. 

 

Viewing and Exporting Matter Balances Report 

1. 1. Click the Reports icon in the bottom left pane of Thread. 

 

2. 2. The Management Reports tab will show by default. Select the Financial Reports tab  

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4. 3. Click on Matter Balances Report. 
   

 

 

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5. 4. A pop-up menu will appear. By default, Thread will report on All Companies and All Contacts.
   

6. If you wish to view only a specific company or contact, you can remove ‘All’ and type the company/contacts name directly in the spaces shown below.
   

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6. 5. Select View Report. 
   

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6. 6. This will show you the Matter Balances report preview. 
   

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Negative Balances will show in Red font, while Positive balances will show in Green font. 

 

7. 7. Click on the Filter icon, to set your preferred From and To date range, Matter Status, Category, Matter Owner and select the Columns you wish to include in your report (i.e. Category, Company, Code, Primary Client). 

 

 

 

  

8. 8. Select View Report in the bottom right corner. 

 

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10. 9. Click on the Print Preview icon to preview, or the Printer icon to print. 
    

 

 

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11. 10. Apply a search term, if required. 
    

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11. 11. Any search term applied will be highlighted in the report for your convenience. 
    

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13. 12. You can also export this report in PDF, Excel or HTML format, according to your preference. 
    

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14. 13. The Matter Balances Report will automatically generate with your selected filters in your preferred format. 
    

 

See also: Bills report, Payments report and Expenses report. 

 

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