Fee Balances

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Fee Balances

Program Navigation: Simplicity > toolbar > toolbar Reports > Fee Reports > Fee Balances

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oThis window allows the user to print a report displaying the total fees for the clients.

oThis window also allows the user to export the details to a CSV file e.g. Excel.

FeeBlances

This is an example of the Fee Balances report Window

 

Minus18The following fields can be found on the Fee Balances report window:

·Client Status:

oThis list allows the user to select a status to filter the report by.

 

·Upload Status:

oThis field allows the user to select an upload status to filter the report by.

 

·Include Leads:

oThis check box allows the user to include leads on the report.

 

·Preview:

oThis check box allows the user to display a preview of the fee balance report.