How to Access Archived Correspondence and Reports

The Location tab contains an Archived menu to provide easy access to previously generated bulk correspondence and reports. Select Location > Archives, and then select:

Bulk Correspondence

This screen provides a list of bulk correspondence that has been generated or sent. Filter and sort the list as needed. Select a line item to open a .PDF version.

Archived Daysheets

This screen provides a list of Archived Financial Daysheet Reports for the selected location (or all). Filter and sort the list as needed. Select a line item to open the report in .PDF format. 

For more information, see How to Read the Financial Daysheet Report.

Bulk Statement Reports

This screen provides a list of archived Bulk Statement Reports for the selected location (or all). Filter and sort the list as needed. Select a line item to open the report in .PDF format. 

For more information, see How to Access Archived Bulk Statements.

eServices Reports

If your practice uses eServices, select this option to view existing eServices Reports, or click Check for New Reports.