Includes the following filters that work together to refine matters, displaying only those relevant to the selected staff members in their specified capacity.

• Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of Staff Responsible and Staff Acting.

NOTE:

A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members).

The below two staff lists dynamically update based on the Include Inactive Staff option setting.

• Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default.
• Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default.

• No: Offers a concise view by showing only a matter's total 'Trust Funds Available', 'Protected Funds Available' and invoice 'Balance due'. 
• Yes: Further provides an invoice breakdown and lists the Staff Responsible and Staff Acting on the matter. 

• The Matter Number.
• The client of the matter.
• The Matter Description.

NOTE:

The two Trust balances respectively align with the ‘AVAILABLE BALANCES’ and ‘RETAINED FUNDS’ figures under the Trust Funds tab of the matter, when the same Trust bank account is selected.

Displays the matter's total outstanding invoice balance. If the list is expanded, it will further display the balance due for each invoice. 

NOTE: The report only considers finalized invoices and does not consider a matter's Retainer/Credit balance.  

 Displays the following figures:

• Total Trust Funds Available
• Total Protected Funds Available
• Total Balance Due