The WIP/AR Trust Report in Zola Suite is extremely comprehensive and useful when allocating funds from Trust or an Operating Retainer, but it also serves as an excellent tool to get a detailed look at each of your Matters from a financial perspective.
- It provides a summary of Un-billed fees, Expenses, AR, and unused Trust and Operating funds by Matter.
You will see a breakdown of Expenses, Time, and if there is a Prebill or Draft Bill on the Matter you are looking at. This is a very helpful report to consult before making batch Trust Transfers or sending out Invoices/Statements of Account.
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