FAQ: Do you have a report that shows all billable disbursements as at a specific point in time?

This article applies to the following scenarios:

• The reports in the system does not provide sufficient information
• You'd like to carry out further analysis on raw data

Description

This report provides you a listing of all billable disbursements (anticipated and incurred, but not cost recovery). You have the ability to specify date ranges, but this report does not provide point-in-time balances.

Follow these steps:

1. Download the attached report definition file 

2. Run the report following these instructions: https://practiceevolve.zendesk.com/entries/63045414-How-do-I-run-an...

Keyword: export report disbursement billing