Marjory Lee (Customer) asked a question.
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Hi!
For us, we use the Matter Statement, which can be found in the financial summary tab of client matters. I hope this is helpful! :)
Matter billing guide shows this
Hi @Marjory Lee (Customer),
Thank you for posting to the LEAP Community Discussions.
You may be interested in the Matter Billing Summary or Matter Billing Guide reports. Both of these reports can be accessed via the LEAP Menu > Reports > under the General Account heading.
Please let us know if you require any further assistance.
Best regards,
Gillian