This article explores Matter History within the Statements module in GhostPractice.
Matter History reflects all financial transactions recorded against a matter, i.e. Invoices, Credit Notes, Payments and Receipts.
To view: Go to > Bookkeeper (or Fee Earner) > Reports
- Select Matter History
- Click Run Report
-
The following dialog will appear:
a. Select No Filter if you wish to view the full history on the matter.
b. Select Period if you wish to view the history for a certain period only.
- Click OK. The report will run on screen:
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