This article describes how to print a Ledger Card within Insight
Open Matter
- Go to Cases
- Select Case Enquiry
- Use Matter Lookup to search for the relevant matter
-
Select Print in the open Matter
The Ledger Card and Matter Details will be selected as default. You can also choose to show additional information, such as Time or Bills. This is done by ticking any of the options below.
- Time Recording Options, Time Recording Summary and User Defined Fields (UDFs) are drop down boxes with options for including this information on the printout
- If you only want to print the selected information (e.g. the Time or the Ledger) for a certain time period, this can be done by entering the date range required in the date range fields
- Once all options and dates have been selected, you can click on Run
This will produce a report showing the ledger card and all other details as below.
- Click on the Print Icon, or export to PDF, Excel or Web Archive