End of Business reports

If you are needing reports as your business is closing, (e.g. for a lawyer who is retiring), this guide lists the reports you will need to run and keep on hand.

The following reports need to be run for ‘all time’ aka the life of the business.

Report Name	Location	Period to run for	Notes

Report Name	Location	Period to run for	Notes
Trust Matter Ledgers	Reports > Trust Reports	All time
Trust Cash Receipts by Date detail	Reports > Trust Reports	All time
Trust Payments by Date Detail	Reports > Trust Reports	All time
Trust Matter Transfers	Reports > Trust Reports	All time
Invoice Number Register	Reports > Finance	List of all bills ever produced
Invoice Details by Date	Reports > Finance	List of all bills ever produced
General Receipt List	Reports > Finance	List of all receipts ever issued	Ensure to select all Accounts and form of funds
Matters List	Reports > Matter	All Matters	Ensure to select all Statuses Run in PDF and Excel for ease of use
Contact List	Reports > Finance	All Contacts	Ensure to select all contracts Run in PDF and Excel for ease of use
Matter List by Archive Number	Reports > Matters	All Archived matters	List of all archived matters

If you were using the Documents module, you will also need ot ensure that you take a backup of the Documents you need. This can be done by accessing the back end. See How to Back Up your Documents