The Reports tab is where you go to pull transactional data from ClientPay based on your desired parameters. This information can help you reconcile bank account activity as well as payment information captured in your matter management software.
- Start by entering the date parameters (required).
- All other field are optional ways of customizing the information you wish to see.
- When you are finished, click the Generate Report button.
Your report displays as a pop-up window so please make sure your browser is configured to allow pop-ups.
Results can easily be exported to Excel, PDF or Word for your records.