All Categories > Reports > Accounting Reports
If you use the InTouch accounting package , then you have a range of reports available to you that provide key data across your accounts. To access these, head to Settings > Accounts and choose the r…
The General Ledger Report provides data on the transactions across your Client and Office Ledgers. Use the following filters to customise the data provided: Search: If you wish to filter by a specifi…
This report provides details on any anticipated client money recorded on InTouch. Anticipated client money refers to any deposits or withdrawals recorded on the Client ledger at a future date. Use th…
The Matter Balances Report provides details on the account balances across your matters. Use the following filters to customise the data provided: Team: Choose to filter between matters assigned to c…
The Invoices Report provides data on the invoices raised on InTouch. Use the following filters to customise the data provided: Status: Filter between invoices in a specific state; All / Draft / Outst…
The Receivables Report provides data on the receivables raised across your matters. Use the following filters to customise the data provided: Invoice State: Filter by the status of the receivable; ou…
