Client and Matter lists may be generated in a variety of formats using the Reports menu.
To print reports at the Client level:
From the Brief Accounting Home screen, select the Reports menu > Clients option as shown:
There are a number of different client reporting options:
There are a number of filtering options within each report.
Most can be printed to File and opened using Excel. The reports printed to File often contain more detail that the same reports printed to PDF/Screen/Printer:
To print reports at the Matter level:
From the Brief Accounting Home screen, select the Reports menu > Matters option as shown:
A lis of Matters can be generated and filtered for using a Date Range of when the Matters were opened or Closed:
The above reports printed to File will also contain more detail that the same reports printed to PDF/Screen/Printer:
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