The steps below show you how to produce a Fee Earner report to generate a copy of your transferred Pay Agency Fees report, for you to either reprint, preview or export to Excel.
When you update your Print Agency Fees, there is the option to Print, Create an Excel File and Create a .pdf File. If you haven't ticked these at the time of producing the report, you can obtain a copy through Reporting.
- Click Reporting on the main toolbar
- Click General from the dropdown menu
- Select Fee Earner
- Click Next
- Select Filter by Batch
- Tick Inc. to select the Batches from the list
- Select a specific Bank Account or leave All Accounts ticked
- Click Next
- Select Preview, Printout or Export
- A report is produced of the fees transferred in your chosen batch or batches.
- Click X to close the Report Generator
