Reports & remittance
- Reading your remittance statementHow to read the remittances list, the PDF statement, and the reconciliation CSV.
- Reports: the four built-in viewsCollections, Aging, Payments, and Status — what each canned report answers and how to export it.
- Building custom reportsMetrics, groupings, filters, and saved reports in the custom report builder.
- Fees & billing: where charges appearHow contingency pricing shows up in the portal — on remittance statements, not invoices.