Cashbook & Matter Profitability
Review cash received, expenses paid, monthly income versus expenses, and matter profitability. Track outstanding invoices and unbilled work, with CSV and PDF report exports.
Key capabilities
See cash flow, outstanding invoices, and contribution by matter.
Cashbook overview
See cash received and expenses paid for the selected period, with monthly income-versus-expense views and spending by expense category.
Matter profitability
Review fees collected, recovered expenses, internal expenses, and net contribution for each matter. Net contribution reflects fees collected plus recovered expenses less all recorded matter expenses.
Outstanding and unbilled work
Review outstanding invoices, unbilled time, and unbilled expenses alongside cash activity to identify work awaiting billing or collection.
Filtered reports and exports
Filter by date range, matter, client, payment status, and currency. Download CSV reports or use the print view to save a PDF for review.
What's included
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