Missing Fees Report

The Missing Fees report displays closed leads that have no associated fees, helping you address and rectify missed billing opportunities.

To find the report, select Reports. Click the All Reports tab, then Financial, and then click Missing Fees.

In this report, you will see every case that has been Closed and Referred Out / Closed that has not yet had any fees added. 

Although the user will receive a task that prompts them to enter the fee amounts, this report will show you all cases that still need this information.

From here you can filter sort by a specific criteria by clicking a column heading. You may also filter down based on any keyword by typing in the filter box. Clicking the Excel button will export the list into a spreadsheet.