#foreach
The #foreach
data helper can list data directly from your matters:
- Task List
- Shared Documents
- Accounts
- Time Recording entries
It can be used within the below scenarios, using any combination of the statements provided.
Matter Tasks
All Tasks
Use the following statements to output a list of tasks on the matter which are visible to that stakeholder:
Statement | Output |
| |
| The name of the task |
| The Stakeholder description of the task |
| Any Notes on the task, including:
|
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Completed Tasks
Use the following statements to output a list of completed tasks on the matter which are visible to that stakeholder:
Statement | Output |
| |
| The name of the completed task |
| The Stakeholder description of the completed task |
| The date and time the task was completed on the matter |
| Any Notes on the completed task, including:
|
|
Newly Completed Tasks
Use the following statements to output a list of newly completed tasks on the matter which are visible to that stakeholder:
Statement | Output |
| |
| The name of the newly completed task |
| The Stakeholder description of the newly completed task |
| The date and time the task was completed on the matter |
| Any Notes on the newly completed task, including:
|
|
Outstanding Tasks
Use the following statements to output a list of outstanding tasks on the matter which are visible to that stakeholder:
Statement | Output |
| |
| The name of the outstanding task |
| The Stakeholder description of the outstanding task |
| Any Notes on the outstanding task, including:
|
|
Shared Documents
Use the following statements to output information on any documents that have been shared with the Stakeholder within their Portal:
Statement | Output |
| |
| The name of the file shared with the Stakeholder |
| The date and/or time the file was shared with the Stakeholder. Configure the output using our #datetime data helper. |
|
Matter Accounts
Receivables
Use the following statements to output details of the receivables on a matter:
Statement | Output |
| |
| The receivables details |
| The account the receivables raised against |
| The amount of the receivable excluding VAT |
| The amount of any VAT applied to the receivable |
| The total amount of the receivable including VAT |
|
Invoices
Use the following statements to output details of any invoices and standalone credit notes on a matter:
Statement | Output |
| |
| The date the invoice was raised |
| The invoice due date |
| The invoice reference |
| The total amount paid |
| The total amount outstanding |
| The total amount of the invoice including VAT but excluding any credit notes applied |
|
Supplier Bills
Use the following statements to output details of any supplier bills on a matter:
Statement | Output |
| |
| The date the supplier bill was raised |
| The supplier bill due date |
| The supplier bill reference |
| The total amount paid |
| The total amount outstanding |
| The total amount of the supplier bill including VAT but excluding any credit notes applied |
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Client Deposits
Use the following statements to output details of any client deposits on a matter:
Statement | Output |
| |
| The details of the deposit |
| The total amount of the client deposit |
| The date of the deposit |
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Anticipated Deposits
Use the following statements to output details of any anticipated client deposits on a matter:
Statement | Output |
| |
| The details of the deposit |
| The total amount of the client deposit |
| The date of the deposit |
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Matter Ledger
Use the following statements to output details of the matters ledger:
Statement | Output |
| |
| The details given to the transaction |
| The date of the transaction |
| The amount of VAT on the transaction |
| The amount debited from the Office account |
| The amount credited to the Office account |
| The resulting balance on the Office ledger |
| The amount debited from the Client account |
| The amount credited from the Client account |
| The resulting balance on the Client ledger |
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Time Recording
Use the following statements to output details of the matters time recording:
Statement | Output |
| |
| The date of the recording |
| The recording's current status |
| The assigned Fee Earner |
| The type of time recording |
| The details given to the time recording |
| The rate given to the time recording |
| The total amount of time recorded (the total amount of units recorded) |
| The total amount of the time recording |
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