Overview

EvolveGo offers various Accounting Reports relating to Invoicing. The Aged Debtors and Invoice Listing reports are available under the Reports menu. The Pre Billing Report is available from the Matter.

TABLE OF CONTENTS

• Overview
• Aged Debtors
• Invoice Listing 
• Matter Pre-bill Report 

Aged Debtors

The Aged Debtors report lists outstanding client invoices that are due to be paid. 

1. Select Reports from the Navigation menu. 

2. Under the Management heading, select Aged Debtors. 

3. Within the Aged Debtors report there are various filters that can be applied to adjust the data that appears. To add a filter, select Add Filter. 

4. To remove a a filter, select the 'X' within the filter name. 

5. Where an 'X' does not appear, the field can be amended. Click into the filter name for further options. 

6. To export the report, select Export. 

7. To email the report, select Email Report.

8. If the report filters are used regularly, the template can be saved to re-open next time. Select Save Customisation. 

Invoice Listing 

The Invoice Listing records all invoices with any status in the system. 

1. Select Reports from the Navigation menu. 

2. Under the Management heading, select Invoice Listing. 

3. To add a filter to the invoice listing, select Add Filter. Once selected a list of filter options will appear. 

Select an option to define the filter details. 

4. To remove a a filter, select the 'X' within the filter name. 

5. To export the report, select Export. 

6. To email the report, select Email Report.

7. If the report filters are used regularly, the template can be saved to re-open next time. Select Save Customisation. 

Matter Pre-bill Report 

A Matter Pre-bill report shows a breakdown of financial summary of unbilled fees, disbursements and cost recoveries that are finalised to be billed.

1. Navigate to a matter you wish to generate a Pre Bill Report for. From the Matter Actions menu, select Pre-Bill

2. The Pre-Billing report will open on the screen. The default filters include Calculate Tax for Unbilled fees - Tax to be applied at time of billing and Show Drafted Items - includes unbilled items already included on a Draft bill. 

3. To print the report, select from the available print options. 

4. To save the report to your local computer, select the arrow symbol to the right of the print symbols. A number of formats are available.

5. To Email the report directly from EvolveGo as a PDF, select Email Report in the top right of the screen.