Summary: Monthly view of spend for each of your matters broken out by either Matter Group, Vendor, or Legal Entity
Select Reports > Matter Activity.
- Spend by Month NOTE: Spend is calculated using the final approved amounts on invoices.
In XLS Export:
- 'Group By' Field
- Spend by Month (1 column per month) NOTE: Spend is calculated using the final approved amounts on invoices.
- Matter Status
- Date Range (start date and end date)
Please contact firstname.lastname@example.org for any other questions and we are happy to help.