Payments Report
Extract a report of all Payments received in a specified date range to keep track of all payments your clients have made to your firm.
Viewing and Exporting Payments Report
1. Click the Reports icon in the bottom left pane of Thread.
2. The Management Reports tab will show by default. Select the Financial Reports tab.
3. Click on Payments Report.
4. Select your preferred From and To date range.
5. Select Preview in the bottom right corner.
6. This will show you the Payments report preview.
7. Print and/or Save the report, directly from the report preview.
8. To export the report, click the export
icon and select Export to Excel or Export to PDF according to your preference.
9. The Payments Report will automatically generate in your selected format.
See also: Matter Financial Page and Billing - OverviewRelated Articles
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