Is there a report that can be run to show payments made for a specific matter over a specific period of time?
For example, I need a list of payments made for a specific matter in 2024. If I run either the Accounts Receivable report or an Account Statement for 1/1/24 thru today, they do not include payments for invoices issued in 2023 but paid in 2024.
Not sure if it’s the SB-recommended report, but I use the “Ledger Export” for a lot of cash reconciliation and payment inquiries like you mentioned. Just customize the filters as needed and save to .csv file if you need to manipulate the data.
This is PERFECT! Thank you so much!
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