You can apply various filters to narrow down your transactions list and to run better analytics on your transactions. Please follow these steps to apply filters.

  1. Go to the Transactions Report.
  2. Click Filter button located at the right of the transactions report.
  3. Choose the filter type and click Apply.

Learn more about Invoicing & Billing

Related Articles:

Trust account overview
Transactions overview
Operating account - Default account type for transactions
Add a transaction
Check trust account balance
Delete transaction

About LawGro:

LawGro is a secured legal case management software -it enables lawyers to increase client happiness and grow law firm business.

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