View billing history

View the billing history for all accounts

1. Login to Tamarac >>>
2. Go to "Billing > Billing History"
3. Click in the dropdown and type "All accounts"
4. Select "All accounts"
5. From the 'Report view' dropdown, select 'Billing History - Previous Month' to view the most recent quarter's fee calculations
6. Click on the '>' Symbol next to an entry to see more details

View individual billing reports

1. Login to Tamarac >>>
2. Go to "Documents > Vault"
3. Search for the client
4. Open the report you want to view