OVERVIEW
If you wish to review your earned income for a period of time, MyCase's Billing tab includes a function to view this under the Account Activity option.
β
When you click the Billing tab, select Account Activity
From here, select Payment History to view all payments recorded in MyCase. This view can be adjusted by date range and the running total for this date range will be on the top right corner. This view will show payments made into operating
as well as operating as credit. This view will also show the date the payment was made, the invoice it is related to (if applicable), the contact, the case, which firm user entered the payment, which account the payment was deposited into and the total amount of the payment.
β
Once you have your desired filtered view, this page can be printed or exported by clicking the Print or Export symbol on the top-right of the screen.
β
β