CAUTION: This report worked best with legacy or classic versions of Actionstep Accounting, which is no longer supported or used in Actionstep.
Brief Description
This report provides a detailed look at supplier costs (actual vs. quoted) and income (actual vs. quoted).
Finding and Using the Report
- In Actionstep Practice Management, go to Reports > Matter Reports. (Your menu may show Reports > Matter Reports > Reports List.)
- In the Matter Financial section, click Matter Budget Analysis. The report is displayed.
If you've saved reports as favorite, those reports are added to the menu, which means you may need to also click To get to the full list of click Reports List.
Then, refer to these articles for help generating and saving reports for future use:
Available Filters
- Matter: Select the matter you want covered in the report.
Report Output
This report includes details about the selected matter organized in sections, like Income, Cost of Sales & Expense, and Net Income.
Updated