This report produces a list of unbilled disbursements by client/matter and calculates interest on the disbursements at the yearly rate you specify. Interest is not entered on the client/matter.
Steps
- Click Reports > Interest on Disbursements.
- In the Transactions From and To fields, enter the date range for transactions to include on the report.
- Select or Enter the Client/Matter.
- Enter the Yearly interest rate.
- Click View to display the report on your screen or click Print to send it to your printer.
