Invoice Breakdown by Code Report

Firm - View Cashflow and Revenue Information

You can use this report to view a breakdown of your invoices by code, in other words, the job type, activity, or disbursement code you used on the invoice.

You can filter the report by Contact Partner, Contact Manager, and time period. If you have multiple billing entities, you can filter the report to view information for an individual entity. If you have set up custom groups and filters for your firm, you can filter the report by job-related firm groups, for example by Job Location and Job Division. You can also sort the data using the available Sort By options.Click here to learn more about using reports.