Accounts Receivable Report

This article will guide you through the process of generating an Aging Invoices report in 8am MyCase.

Aging Invoices Report

The Case Balance Summary report provides financial information for each client's case in 8am™ MyCase.

Case Balance Summary Report

The Case Revenue Report in 8am™ MyCase is an easy way to view what your cases have billed and earned for a certain time period.

Case Revenue Report

The MyCase Credit Card Fees report will give you a detailed view into which fees have been pulled from your Operating account in each batch.

Credit Card Fees Report

The 8am MyCase Electronic Payments Reports will show you all payment activity made via eCheck and Credit Card within a certain timeframe.

Electronic Payments Report

The Fee Allocation Report is an easy way to display what has been billed and collected by specific users during a certain time period.

Fee Allocation Report

Track when and why credits were added, used, adjusted, or removed.

Non-Trust Retainer & Credit Account Activity Report

Track non-trust retained money and summarize any credits on a case.

Non-Trust Retainer & Credit Account Summary Report

Track every transaction involving client trust funds.

Trust Account Activity Report

High-level snapshot of trust funds for compliance checks and quick oversight.

Trust Account Summary Report

Transaction Report

Financial Reports

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