Following along in MyCase is recommended as you read the article.
Overview
You can review your earned income under the Payments tab in MyCase.
Under the Payments tab, click Account activity.
From here, select the Payment History or Trust Accounting toggle to view those payments recorded in MyCase.
This view can be filtered by Date Range and Bank Account.
Once you have your desired filtered view, click Apply Filters.
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, the payment method used, the amount paid, and the total amount of all payments received.
This page can be printed or exported by clicking the printer icon or the Export button on the top-right of the screen.