You can pull a report which shows a full list of all professional fees and expenses that have been collected for a specific Matter or Zola Suite User.
To access this report, visit the Accounting section, and select the Reports Tab. The Fee Allocation Report can be found under your Productivity Reports.
You can filter by the following search criteria:
- Bank Account
- Responsible Attorney
- Originating Attorney
- Billing Attorney
- Practice Area
Once you have specified the parameters of your search, you can export this report to a PDF and print it out using the printer icon on the green toolbar.