Transactions Overview in Glade
Glade provides attorneys with a clear, centralized overview of all financial transactions related to their firm. From pending to successful payments, payment plans, and invoices, everything you need is just a click away in the Transactions section of your Glade dashboard.
Key Features
Real-Time Tracking
Quickly see pending payments and successful transactions at a glance.
Payment Plans
Monitor active payment plans, ensuring clients stay on track with their agreed schedules.
Invoices & Revenue
Access and review invoices in one location, and easily distinguish between net and gross revenue.
Export Options
Export financial data to a CSV file for more detailed analysis or record-keeping.
By leveraging the Transactions Overview in Glade, you’ll have all your firm’s financial details at your fingertips, making it simpler to stay organized and informed.
