Accounting for money in any company is the number one concern. How much money is going out and more importantly, how much money is being received.
CasetrackerLaw “money report” will show you exactly what you need to know. This report has a “settings” option; one has the ability to choose what they want to see in each column of the generated money report. By selecting a time-frame, a direct creditor/forwarder, the output format (HTML or XLS), the collector and the type of claim, a money report is generated. The bottom of this report displays the total collected, total fees earned and total due client based on the criteria specified.
Also, one has the ability to arrange the columns in ascending or descending order or access a claim by clicking on the claim ID number. This report can then be generated in CSV format that can then be saved to your computer.
Call us for a short online demonstration of our money report or any of the reports in our system.
www.casetrackerlaw.com / 800-270-1197 / 954-755-1763
Showing posts with label XLS. Show all posts
Showing posts with label XLS. Show all posts
Thursday, April 29, 2010
Monday, April 5, 2010
Claims Report
We hope everyone had a safe and healthy holiday weekend.
We are discussing another fantastic report designed and created by the engineering team at CasetrackerLaw. Some of the individual features in this report were from the imaginations of CasetrackerLaw clients.
The claims report is a handy report when one wants to review what is going on with their claims. There are many options with this report. One can select a time frame, one particular client or all the clients, a particular state or all the states, a greater-than amount and the type of output format you want. (HTML, XLS, PDF & Flashpaper) There is also the option to decide what information you want to see in your report. Next to the claims report tab, you will see (settings), here you can decide what each column category will be and in what order you want them listed across the page.
Once all of the fields are selected and you click generate reports, a report will appear that is in the format you selected. If you selected the basic HTML format, you would then have more options to do other things with the generated report. One can decide if there should be a reminder added or changed, if the priority should be changed, if the creditor should be updated with a new status or status comment and there is the option to generate letters in bulk. These letters are in the Letter Wizard, which you more than likely created yourself. And last but not least, you also have the option to generate a summary in either CSV or PDF. (All of the quadrants at the bottom of this report works independently of each other)
We are discussing another fantastic report designed and created by the engineering team at CasetrackerLaw. Some of the individual features in this report were from the imaginations of CasetrackerLaw clients.
The claims report is a handy report when one wants to review what is going on with their claims. There are many options with this report. One can select a time frame, one particular client or all the clients, a particular state or all the states, a greater-than amount and the type of output format you want. (HTML, XLS, PDF & Flashpaper) There is also the option to decide what information you want to see in your report. Next to the claims report tab, you will see (settings), here you can decide what each column category will be and in what order you want them listed across the page.
Once all of the fields are selected and you click generate reports, a report will appear that is in the format you selected. If you selected the basic HTML format, you would then have more options to do other things with the generated report. One can decide if there should be a reminder added or changed, if the priority should be changed, if the creditor should be updated with a new status or status comment and there is the option to generate letters in bulk. These letters are in the Letter Wizard, which you more than likely created yourself. And last but not least, you also have the option to generate a summary in either CSV or PDF. (All of the quadrants at the bottom of this report works independently of each other)
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