CoreMatter reports
We have be adding more and more reports into CoreMatter for firms to have better insights into how their practice is faring.
Currently, we have 9 Report Categories, segregated into 52 different report types. Have a look here:
- My Report
- My Activity listing
- Billing Reports
- Proforma listing
- Tax Invoice listing
- Tax invoice summary
- Tax Invoice collection
- Activities listing
- Activities Summary
- Activity Summary of Proforma
- Activity Summary of Tax Invoice
- Disbursement listing
- Disbursement summary
- Disbursement limits summary
- Debtor Credit Note Listing
- Debtor Adjustment Journal listing
- Clients Reports
- Client listing
- Client summary
- Matter listing
- Matter Summary
- Memo listing
- Proforma aging
- Debtor Ledger aging
- Debtor Ledger listing
- Debtor Ledger summary
- Disbursement Ledger listing
- Client Ledger listing
- Client Account summary listing
- Ledger summary listing
- Statement of Account for debtor balance
- Statement of Account for Client balance
- Statement of Proforma
- Suppliers Reports
- Creditor ledger aging
- Creditor ledger listing
- Creditor Credit Note listing
- Purchase Invoice listing
- Accounting Reports
- Trial balance
- Trial balance (clients account)
- General Ledger listing
- Profit & Loss
- Balance Sheet
- Bank Reports
- Bank Account listing
- Petty Cash listing
- Official Receipt listing
- Payment Voucher listing
- Official Receipt journal listing
- Payment Vouchers journal listing
- Bank Reconciliation statement
- Tax Reports
- Tax Summary listing
- Tax Return Details
- Productivity Reports
- Team Activity report
- Workload report
- Billing Worksheet report
- Dashboard
- Graphical snapshot
