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Hayley Roughley Admin

The new Aged Unbilled Disbursements report is now available in the triConvey Companion Site Web App. This report enables your firm to track and analyse unbilled cost recoveries as of a specific date, supporting audit, compliance, and financial management needs. 


Available Columns: 

  • Date
  • Matter Number
  • Client
  • Matter Description
  • Practice Area
  • Matter Type
  • Subject 
  • Description 
  • Person Responsible
  • Billable?
  • Net Value
  • GST Value
  • Gross Value
  • Ageing Buckets (0-30, 31-60, 61-90, and 90+ days, based on entered date relative to the "As At" date). 


Available Groupings:

  • Group by Person Responsible
  • Matter
  • Client with subtotals

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