CoreMatter reports

We have be adding more and more reports into CoreMatter for firms to have better insights into how their practice is faring.

CoreMatter reports

We have be adding more and more reports into CoreMatter for firms to have better insights into how their practice is faring.

Currently, we have 9 Report Categories, segregated into 52 different report types. Have a look here:

  1. My Report
  1. My Activity listing
  1. Billing Reports
  1. Proforma listing
  2. Tax Invoice listing
  3. Tax invoice summary
  4. Tax Invoice collection
  5. Activities listing
  6. Activities Summary
  7. Activity Summary of Proforma
  8. Activity Summary of Tax Invoice
  9. Disbursement listing
  10. Disbursement summary
  11. Disbursement limits summary
  12. Debtor Credit Note Listing
  13. Debtor Adjustment Journal listing
  1. Clients Reports
  1. Client listing
  2. Client summary
  3. Matter listing
  4. Matter Summary
  5. Memo listing
  6. Proforma aging
  7. Debtor Ledger aging
  8. Debtor Ledger listing
  9. Debtor Ledger summary
  10. Disbursement Ledger listing
  11. Client Ledger listing
  12. Client Account summary listing
  13. Ledger summary listing
  14. Statement of Account for debtor balance
  15. Statement of Account for Client balance
  16. Statement of Proforma
  1. Suppliers Reports
  1. Creditor ledger aging
  2. Creditor ledger listing
  3. Creditor Credit Note listing
  4. Purchase Invoice listing
  1. Accounting Reports
  1. Trial balance
  2. Trial balance (clients account)
  3. General Ledger listing
  4. Profit & Loss
  5. Balance Sheet
  1. Bank Reports
  1. Bank Account listing
  2. Petty Cash listing
  3. Official Receipt listing
  4. Payment Voucher listing
  5. Official Receipt journal listing
  6. Payment Vouchers journal listing
  7. Bank Reconciliation statement
  1. Tax Reports
  1. Tax Summary listing
  2. Tax Return Details
  1. Productivity Reports
  1. Team Activity report
  2. Workload report
  3. Billing Worksheet report
  1. Dashboard
  1. Graphical snapshot
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