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Transaction Listings

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The Transaction Listings section includes reports that provide full detailed listings of Fee transactions, Expense transactions, and Client Advance transactions, and the section also has the Client-Matter Status report.  These reports are typically made available to a larger number of people in the firm.  The Fee Listing and Expense Listing reports are used to review entries and the Client-Matter Status report provides an overall view of a Client-Matter.


REPORTS AVAILABLE
Fee Listing
Expense Listing
Client-Matter Status Report

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