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.
Best answer by JG3
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.
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