Accounts data markers

These markers give the matter’s financial details: its fees, receivables, ledger, client invoices, supplier bills and statement of adjustment. Many are lists of items; repeat a block for each item with #foreach. The notes name the fields each item has. For how to read the tables, see Built-in data markers.

Marker keys are the same in both regions, but names that refer to the client account say trust in Australia, such as Trust Deposits.

Fees

The matter’s fees that have a value, in the order they appear on the matter.

Marker	What it gives you
collections.fees	Fees Collection (Collection) The matter’s fees that have a value, in the order they appear on the matter. Each item has key, name, charge and tax; tax is false when the fee has no tax field, so {{#if tax}} works inside the loop.

Receivables

The matter’s receivables, excluding voided ones, and their total.

Marker	What it gives you
matter.receivables	Receivables Collection (Collection) A list of the matter’s receivables, excluding voided ones. Each item has details, account.name, amount, tax, total, invoicestate and supplierstate. The two states are the labels shown on the matter’s accounts page, e.g. “Outstanding”, “Invoice Raised” or “Marked as Paid”.
matter.receivables.total	Total Receivables (Currency) A sum of all active receivables. E.g. 1,234.56

Ledger

The matter’s ledger transactions, and its client deposits and anticipated client deposits. In Australia, each ledger transaction’s clientdebit, clientcredit and clientbalance fields are trustdebit, trustcredit and trustbalance.

Marker	What it gives you
matter.client.anticipated.deposits.total	Total Anticipated Client Deposits (Currency) A sum of all anticipated client deposits.
matter.client.deposits	Client Deposits (Collection) Every client deposit on the matter. Each item has details, date, posted (when it was entered) and amount.
matter.client.deposits.total	Total Client Deposits (Currency) A sum of all client deposits. E.g. 1,000.00
matter.ledger.transactions	Ledger Transactions (Collection) Every ledger transaction on the matter. Each item has details, date, posted (when it was entered), officedebit, officecredit, officetax, officebalance, clientdebit, clientcredit and clientbalance. The office columns are blank on a client transaction and the other way round.
matter.client.anticipated.deposits	Anticipated Client Deposits (Collection) Every anticipated client deposit on the matter. Each item has details, date and amount.

Client Invoices

Every client invoice and credit note on the matter, excluding voided ones.

Marker	What it gives you
matter.clientinvoices	Client Invoices Collection (Collection) Every client invoice and credit note on the matter, excluding voided ones. Each item has reference, date, duedate, createdon, approvedon (blank on a draft), total, paid and outstanding.

Client Invoice

Only filled when a document is created from an invoice with Create New Custom Invoice: the invoice, its totals, line items and the time records behind them. Blank otherwise. See Creating a custom invoice.

Marker	What it gives you
clientinvoice.reference	Reference (Text) The invoice number. E.g. INV-0042
clientinvoice.date	Invoice Date (Date & Time) The date on the invoice: the date the invoice was approved on. If it is a draft invoice, then this will be the date the draft was created. E.g. 2026-09-01T00:00:00Z
clientinvoice.duedate	Due Date (Date & Time) When payment is due. E.g. 2026-09-15T00:00:00Z
clientinvoice.approvedon	Approved On (Date & Time) The date the invoice was given when it was approved: today, unless an earlier day was chosen. Blank on a draft. E.g. 2026-09-01T09:30:00Z
clientinvoice.state	State (Text) Draft, Outstanding, Overdue, Paid or Credited, as on the invoices tab, except that Overdue starts the day after the due date. E.g. Outstanding
clientinvoice.contact.name	Contact Name (Text) The name the invoice is addressed to. For the contact’s address and other details choose them as the recipient. E.g. Harry Renquist Tasker
clientinvoice.net	Net (Currency) The line items’ amounts before tax. E.g. 1,000.00
clientinvoice.tax	Tax (Currency) The line items’ tax. E.g. 200.00
clientinvoice.total	Total (Currency) Net plus tax. E.g. 1,200.00
clientinvoice.paid	Paid (Currency) Payments recorded against the invoice. E.g. 0.00
clientinvoice.credited	Credited (Currency) Credit notes applied to the invoice. E.g. 0.00
clientinvoice.outstanding	Outstanding (Currency) Total less paid and credited. E.g. 1,200.00
clientinvoice.lineitems	Line Items Collection (Collection) The invoice’s line items in order. Each item has index, details, account.name, amount, tax, total, timeunits and timeamount (the time records behind the line item, summed), and a nested list timerecords with the same items as clientinvoice.timerecords, just those behind this line. Inside that nested loop $parent.details is the line item.
clientinvoice.lineitems.count	Line Items Count (Number) The number of line items. E.g. 2
clientinvoice.timerecords	Time Records Collection (Collection) Every time record behind the invoice as one flat list, for a single time table. Each item has date, status (Outstanding, Receivable Raised or Free), feeearner, type, notes, rate, rateperhour, units and amount.
clientinvoice.timerecords.count	Time Records Count (Number) The number of time records behind the invoice. E.g. 7

Supplier Bills

Every supplier bill on the matter, excluding voided ones.

Marker	What it gives you
matter.supplierbills	Supplier Bills Collection (Collection) Every supplier bill on the matter, excluding voided ones. Each item has reference, date, duedate, createdon, approvedon (blank on a draft), total, paid and outstanding.

Statement of Adjustment

Only available to Australian organisations: the matter’s statement of adjustment. Markers give its property and contract price, rental and penalty interest, totals, net adjustment and the balance due to the vendor, plus lists of its lines, rental adjustments, usage charges and settlement cheques. Markers described as true when something applies print true or false, and work in an #if condition. Amounts are never blank: with nothing to show they print 0.00. UK organisations don’t have these markers.

Marker	What it gives you
matter.soa.statements	Statement Lines (Collection) Every adjustment line on the statement. Each item has description, payableto, amount, period, isflatfee, to, allower, allowedduration, vendor, purchaser and gstsign (* when GST applies, otherwise blank).
matter.soa.rentals	Rental Adjustments (Collection) Every rental adjustment on the statement. Each item has owingorpaid, end, amount, period, vendor, purchaser and vendordays.
matter.soa.usages	Usage Charges (Collection) Every water and sewerage usage charge on the statement. Each item has description, payableto, from (the last meter reading), to (the adjustment date), perdaycharge, duration and amount.
matter.soa.settlementcheques	Settlement Cheques (Collection) One cheque per payee at settlement, the payee’s lines summed. Each item has payableto and amount.
matter.soa.property	Property (Text) The property’s address line 1, town and county, comma separated.
matter.soa.purchasersfromvendors	Purchasers from Vendors (Text) The purchasers’ surnames (or organisation names), “from”, then the vendors’, as the statement is headed.
matter.soa.property.price	Contract Price (Currency) The contract price.
matter.soa.property.deposit	Deposit Paid (Currency) The deposit already paid.
matter.soa.balance	Balance (Currency) The contract price less the deposit paid.
matter.soa.rental.exists	Has Rental Adjustment (Text) true when the statement has a rental adjustment. The other rental markers describe the first one; matter.soa.rentals lists them all.
matter.soa.rental.owingorpaid	Rental Owing or Paid (Text) Whether the rent for the period is owed or paid.
matter.soa.rental.end	Rental Period End (Date & Time) The last day of the rental period.
matter.soa.rental.amount	Rental Amount (Currency) The rent for the period.
matter.soa.rental.period	Rental Period (Text) How often the rent is charged, for example weekly or monthly.
matter.soa.rental.vendor	Rental Vendor Share (Currency) The rent for the days from the adjustment date to the end of the rental period, which the vendor allows the purchaser. Worked out for weekly and monthly rent only; any other period gives 0.00.
matter.soa.rental.purchaser	Rental Purchaser Share (Currency) Always 0.00: InTouch doesn’t work out a purchaser share of the rent.
matter.soa.rental.vendordays	Rental Vendor Days (Number) The number of days from the adjustment date to the end of the rental period, the days matter.soa.rental.vendor covers.
matter.soa.penalty.exists	Has Penalty Interest (Text) true when the statement charges penalty interest for late settlement.
matter.soa.penalty.rate	Penalty Interest Rate (Currency) The penalty interest rate.
matter.soa.penalty.from	Penalty Interest From (Date & Time) The date penalty interest runs from.
matter.soa.penalty.to	Penalty Interest To (Date & Time) The date penalty interest runs to.
matter.soa.penalty.payableby	Penalty Interest Payable By (Text) The party that pays the penalty interest, Vendor or Purchaser.
matter.soa.penalty.duration	Penalty Interest Days (Number) The number of days between the from and to dates.
matter.soa.penalty.vendor	Penalty Interest Vendor Share (Currency) The vendor’s share of the penalty interest.
matter.soa.penalty.purchaser	Penalty Interest Purchaser Share (Currency) The purchaser’s share of the penalty interest.
matter.soa.vendortotal	Vendor Total (Currency) The total the vendor allows the purchaser: the vendor’s adjustment lines, the rental amounts and the vendor’s share of penalty interest.
matter.soa.purchasertotal	Purchaser Total (Currency) The total the purchaser allows the vendor: the purchaser’s adjustment lines and the purchaser’s share of penalty interest.
matter.soa.adjustment	Net Adjustment (Currency) The purchaser total less the vendor total, always shown as a positive amount; matter.soa.vendorpays says who pays it.
matter.soa.vendorpays	Vendor Pays Adjustment (Text) true when the vendor total exceeds the purchaser total, so the net adjustment is in the purchaser’s favour.
matter.soa.purchaserpays	Purchaser Pays Adjustment (Text) true when the net adjustment is in the vendor’s favour or zero. The opposite of matter.soa.vendorpays.
matter.soa.hasgst	Has Tax on Adjustments (Text) true when any adjustment line attracts tax.
matter.soa.plusgstonapplicableitems	Tax on Adjustments (Currency) The tax on the adjustment lines that attract it.
matter.soa.hasgstoncontractprice	Has Tax on Contract Price (Text) true when the contract price attracts tax.
matter.soa.plusgstoncontractprice	Tax on Contract Price (Currency) The tax on the contract price, 0 when it attracts none.
matter.soa.balanceduetovendor	Balance Due to Vendor (Currency) The balance plus or less the net adjustment, plus tax: the amount payable at settlement.
matter.soa.hasusages	Has Usage Charges (Text) true when the statement has water and sewerage usage charges.
matter.soa.forvendor	Cheque for Vendor (Currency) The balance due to the vendor less the settlement cheques to other payees.