Accounting provides the overview, chart of accounts, journals, financial statements, and reconciliations for authorized members. Account and journal figures open into source detail, and their URLs can be shared with another authorized reviewer.
Report dates, basis, currency, integrity messages, and withheld ethical-wall data are part of the answer. Read them with the number.
Trust or client-money accounts require distinct authorization, transaction controls, matter attribution, and reconciliation. Use the trust workspace for balances and movement; use three-way reconciliation and investigate differences rather than carrying them forward.
Never infer that a payment is earned revenue merely because money was received.
Firm Accounts covers operating entries, recurring items, advances, and asset registers. These records support internal administration and should be linked to the appropriate source and reviewer.
Use matter work reports for one matter's activity and fees, accounting statements for the ledger, Revenue Analytics for billing and collection performance, and Reports for cross-firm operational views. Do not combine currencies or bases unless the report explicitly performs and explains the conversion.