To view client or matter inquiry information, open Client Matter Inquiry, enter a client and optional matter, select an inquiry type, then review the available tabs. When bill numbers are listed, you can also access archived bills or the Bill Change Log.
Use Client Matter Inquiry to review client and matter information, including general details, fees, expenses, bills, receipts, trust, and client or matter details.
Open Client Matter Inquiry
Select Inquiry-Reports > Client Matter Inquiry.
In Client Code, enter the client code, or click the ellipses button to find the client.
- Press Tab or click another field to accept the client code.
In Matter, enter the matter number, or use lookup to select a matter.
If a matter is not selected, the inquiry displays all matters for the selected client.
In Inquiry Type, select the type of information to display.
- The default inquiry type is General. Available inquiry types include:
- General
- Fees
- Expenses
- Bills
- Receipts
- Trust
- Client and Matter Details
Review the tabs that appear for the selected inquiry type.
The selected inquiry type determines which tabs are shown. You can click each tab to review details, or select a tab from the View menu.
Use lookup options
When using lookup to select a client or matter:
- Select the search option you want to use.
- Select the method you want to use.
- In Search for, enter the text to search for.
Click Search Now.
Matching clients or matters appear in the list.
- Select the row you want to use.
- Click Select.
View archived bills or the Bill Change Log
When bill numbers are listed, right-click a bill number to access available options.
Depending on setup, options may include:
- View Archived Bill
- View Bill Change Log
View Archived Bill is available when archive bill image creation is established in Firm Options. Archived bills include printing and email options.
When you email an archived bill, a payment link is inserted if the client has been configured for online payments.
Archived bill output options
Archived bill output options may include:
Print
Adobe PDF
Excel
HTML
Rich Text
Fax
Text
Bill Change Log
The Bill Change Log displays changes in a header and grid format.
Sort inquiry details
When viewing items on a tab that lists details in spreadsheet form, click a column heading to sort the list by that column.
- Click once to sort in descending order.
- Click the same column heading again to sort in ascending order.
This applies to most, but not all, spreadsheet forms. For example, the Ledger History spreadsheet may not be sortable by clicking column headings.
Fee and Expense Recap realization percentage calculations
The realization percentage calculations are:
Received rls%: (Received + A/R Write off) ÷ Received Billed rls%: Billed ÷ (Billed - Markup/down)