Go to Menu → Reports → Report Builder
Click Create Report
Select Accruals Reporting Template
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In the Report Fields tab:
Use the search bar to find fields
Select the fields you want included
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In the Filters tab:
Add any filters needed (e.g., Accrual Status, Matter, Vendor, Department)
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Click Run Report
Choose the Date Type
Set the Period (e.g., This Month, Last Month, Custom)
Select the Report Currency: EUR, USD, GBP, AUD
Select the Output: Email vs Preview (1000 rows)
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To reuse the report:
Click Save Report
Enter a name
Toggle Make Public if others should access it
Click Save
⚠️ Important:
See Accrual Reporting Glossary for definitions of reporting fields.
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