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

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

Trust Account Summary Report

Transaction Report

How to Run the Trust Account Activity Report

Financial Reports

Schedule a Training

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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