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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.
To access the reports: Click the three horizontal lines in the top left corner (1) then Reports (2). The Filings Report window will now display.
From this screen, you will select the parameters of the report.
The first option you have is to run the report for your filings, or the firm.
The second option is Locations. By default, it will run the report for all locations. You can filter down to a specific court location by clicking on Filter.
A new screen will appear listing all Courts for your state. Select the specific courts by checking the box next to the location, and then click Done. The courts selected will now be listed in the locations box.
If you accidentally selected a court that you do not want to be apart of the report, simply click the "x" next to the court name.
You will now choose the status of the submitted envelopes to be included in the report. We suggest filtering by Accepted and Receipted. You can select these statuses by clicking the drop down arrow. To remove an erroneous selection, simply click the gray "x" next to the status.
Lastly, you will choose the date range of your report. You can change the date by clicking on the calendar icon, or typing in the date manually. The date must be formatted as MM/DD/YYYY, ex: 01/01/2023.
When you have filled out the required information, the download report button will be available. Click on this to download an Excel spreadsheet with your report.
- For more information on these reports, please refer to this article: Examining Financial Reports
The report will have two tabs at the bottom of its spreadsheet: Filings and Envelopes.
These separate tabs break down the details on either an envelope-by-envelope basis or on a filing-by-filing basis. Fees like the court case's initiation fee or payment service fee will show up in the Envelope details tab while fees connected to the filing code or additional/optional fees are connected to the Filings tab.
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NOTE: 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 payment account in a different eFile account. Have your firm administrator sign into the website, click the three horizontal lines in the top left corner, and go to Firm Users under Firm Management to see if any users are missing.
- 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.
- NOTE: If the Reports appears blank, clear the cache and cookies for your browser, then refresh the page and try downloading the Reports again. If this does not work, try downloading the Reports via a different browser.