IF THESE INSTRUCTIONS DON'T MATCH WHAT YOU SEE ON YOUR SCREEN...
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The instructions below will show how to run a report, specifically a fee reconciliation report of fees charged to your account. This report includes any service fees that are attached to your filings.
Note: The report will only reconcile envelopes submitted during a selectable time frame up to two months/60 days.
- If you need to run a report for any duration of time longer than 60 days, break up the time duration into segments of 60 day-periods and run multiple reports to cover all of the time.
1.) Click on Actions in the upper righthand corner. Select Reports.
2.) Click Run Report located to the right of the report. You can either run a Financial Reconciliation Report or a Filings Report.
3.) Select your Parameters.
- Filings Submitted By: My Filings or My Firm
- From: Pick a Date Range (must be within a two month/60-day time frame)
- Locations: All locations or select specific court locations
- Status: We suggest filtering out by Accepted and Receipted.
Note: Drafts started on a day in the selected time range that then went on to be submitted will show on the report for the day the draft was started. The date submitted and accepted will be reflected correctly.
4.) Download Report. The report will open as an Excel Spreadsheet.
For more information on these reports, please refer to this article: Examining Financial Reports
If a charge on your statement does not match the report, it is possible that a person in your firm/agency is using the same credit card or bank account in a different eFile account. Have your firm admin sign into the website, click the Orange Actions and look at the list of Firm Users and see if any users are missing.
Each report is featured in its own tab in the Excel spreadsheet that you download from the Reports screen.
NOTE: If you do not see charges for specific filings in the reports generated for your Firm Account, then you should first check the "Envelopes" tab at the bottom of the spreadsheet for further information. If you still do not see those charges, then the user that made those filings may not be part of your Firm Account and may need to be merged into your Firm Account in order for those filings to appear in your Firm Account's reports. To merge that account into your Firm Account, please refer to the help article below.