Accounts/PMS

The content of many reports can be specified by 'exception'. This means that volumous listings can be filtered down to more manageable levels. A mass of raw data is quickly parsed to show only relevant information and paper costs are therefore reduced. Any number of conditions can be used for each report. Conditions can be based on information you provide at run-time, e.g. WIP greater than £100, or based on a static comparison with another piece of information, e.g. Client balance greater than Office balance.

Each report can also be Grouped and Ordered, e.g. Group by Fee Earner , Ordered by Account Reference. Once a report has been created it can be stored in the report library and called up and re-run at any time. Each time you run the report the information you provide can be re-entered or left the same as entered last time.

Typical conditions can be as follows:

• Office balance greater than ?
• Client balance > Office balance
• Fee earner = ? and Office balance greater than ?
• Work type = ? and date opened between ? and ?
• Date of last time posting greater than ? days ago
• Unbilled disbursements greater than ?
• Expected bill date is within the next ? days
• Date closed between ? and ?