Report

ContactsLaw provides access to reports, which can be generated on-demand or according to a schedule. Reports may be built-in (available to all subscribers) or implemented via plug-ins or extensions.

You can view reports within the Desktop and Web applications, or generate a document for printing, sharing and viewing offline. Most reports can also be exported in Microsoft Excel (.xlsx) or Comma-Separated Values (.csv) formats.

Properties

All reports have the same basic structure:

• Title which includes contextual information (e.g. the period)
• Options governing the generation of the report, as well as their default values
• Results, usually consisting of one or more tables. These may include totals and grouping rows.

Built-In Reports

Accounting

• Chart of Accounts - Lists accounts and their current balances.
• Reconciliation Statement - Summaries a reconciliation and lists any unpresented payments or outstanding deposits.

General

• Aged Creditors - Lists creditors with unpaid invoices and groups outstanding amounts based on the number of days overdue.
• Balance Sheet - Lists asset and expense accounts and their balances as at a given date.
• Profit & Loss - Lists income, expense and owner's equity accounts and their net debit/credit activity over various periods.
• GST (Sales Tax) - Lists transaction line items that fall within various categories designed to assist in the lodgement of a Business Activity Statement (BAS).
• Trial Balance - Lists accounts and their debit/credit activity up to and including a given date.

Trust

• Debit Balances - Lists transactions that result in a debit balance on a trust or controlled money ledger.
• Deposit Slips - Lists trust deposit slips (transaction groups) for audit purposes.
• Journal Transfers - Lists trust journal transfers for audit purposes.
• Ledger Balances - Lists the balance on each trust ledger (matter).
• Ledger Titles - Lists changes to the title of trust ledgers (in accordance with Legal Profession Regulations).
• Payments Cash Book - Trust payments cash book (for audit purposes).
• Receipts Cash Book - Trust receipts cash book (for audit purposes).
• Register of Controlled Money - Lists controlled money accounts and their current balances, along with the matters to which they relate.
• Register of Powers & Estates - Lists powers and estates for audit purposes.
• Transit Money - Lists transit money for audit purposes.
• Trust/CMA Statement - Lists transactions affecting a particular trust ledger for a given period (in accordance with Legal Profession Regulations).

Billing

• Aged Debtors - Lists debtors with unpaid invoices and groups outstanding amounts based on the number of days since the invoice was issued.
• Bad Debts - Plots invoices written off versus the months in a given financial year.
• Sales - Plots amounts billed for invoice items (excluding disbursements and interest) versus the months in a given financial year.
  • Sales by Member - Shows the distribution of the sales figure for a given period over the members responsible.
  • Sales by Matter - Shows the distribution of the sales figure for a given period over the matters involved.
• Time - Plots billable time versus the months in a given financial year.
  • Time by Member - Shows the distribution of the time figure for a given period over the members responsible.
  • Time by Matter - Shows the distribution of the time figure for a given period over the matters involved.
• Recovery - Plots invoice payments received versus the months in a given financial year.
  • Recovery by Member - Shows the distribution of the recovery figure for a given period over the members responsible.
  • Recovery by Matter - Shows the distribution of the recovery figure for a given period over the matters involved.

CRM

• Demographics - Groups contacts into categories based on demographics such as age, gender or industry. Custom fields can also be used.

Matters

• New Matters - Plots the number of new matters created versus the months in a given financial year.
• Overview - Lists matters and current balances for WIP, unbilled disbursements, debtors and trust.