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Accounts Receivable Aging Report
This report lists all unpaid bills by matter by attorney and aged by current, 31-60 days, 61-90 days, and over 90 days.
Following are criteria that you might need defined when generating this report:
Billed and Posted Items Through Cutoff Date: The last day you want included on the report.
Accounts Receivable Report
This report lists all unpaid bills by matter by attorney with the total broken out by fees, costs, late charges, and taxes due. Also includes the balance in trust and last payment due.
Following are criteria that you might need defined when generating this report:
Billed and Posted Items Through Cutoff Date: The last day you want included on the report.
Sort Options: The report is sorted by responsible timekeeper and then by the selected sort option: Matter Description, Client/Matter, or Client Last Name.
Do not breakdown by Attorney: If this is NOT checked, the report will be sorted by responsible timekeeper. If it is checked, the report will be sorted only by the selected sort option.
Include Min Retainers: When selected, an additional column called Min Retainers is added to the report. The column lists the dollar amount added to the total amount due.
Advanced Costs – Detail Report
This report lists unbilled hard/soft costs, billed hard/soft costs, paid hard/soft costs, and costs due.
Following are criteria that you might need defined when generating this report:
Suppress Zero Costs Due: Check if you do not want matters with zero cost balances due included in the report.
Timekeeper: Check All to include all timekeepers. Check Timekeeper Initials to select a timekeeper for the report. Note that you can also select the originating, responsible, or assigned timekeeper for a matter. (Different types of timekeepers are assigned to matters during matter maintenance.)
Advanced Costs – Timekeeper Summary Report
This report lists total unbilled or billed costs by client expense code for each timekeeper.
Following are criteria that you might need defined when generating this report:
Timekeeper: Check All to include all timekeepers. Check Timekeeper Initials to select a timekeeper for the report. Note that you can also select the originating, responsible, or assigned timekeeper for a matter. (Different types of timekeepers are assigned to matters during matter maintenance.)
Advanced Costs – Expense Code Summary Report
This report lists total billed or unbilled costs and adjustments by client expense code.
Following are criteria that you might need defined when generating this report:
Timekeeper: Check All to include all timekeepers. Check Timekeeper Initials to select a timekeeper for the report. Note that you can also select the originating, responsible, or assigned timekeeper for a matter. (Different types of timekeepers are assigned to matters during matter maintenance.)
Billing Anniversary Report
This report calculates which matters should be billed quarterly based on the open date of the matter.
Following are criteria that you might need defined when generating this report:
Matters to Include:
Indicates which types of matters will be included in the report, where:
All will include all matters.
Open Matters will include only
matters with an open date within the specified date range.
Closed Matters will include
only matters with a close date within the specified date range.
Billing Frequency: Leave this set at Special Quarterly. The report will not generate properly otherwise.
Client & Matter Listing Report
This report lists client number, client name, matter number, matter description, and case code for each matter.
Following are criteria that you might need defined when generating this report:
Matters to Include:
Indicates which types of matters will be included in the report, where:
All will include all matters.
Opened will include only matters
with an open date within the specified date range.
Closed will include only matters
with a close date within the specified date range.
Show Open Only, when checked,
will include only open matters.
Timekeeper: Check All to include all timekeepers. Check Timekeeper Initials to select a timekeeper for the report. Note that you can also select the originating, responsible, or assigned timekeeper for a matter. (Different types of timekeepers are assigned to matters during matter maintenance.)
Client Cash Disbursement Report
This report lists each client-incurred check written, showing which clients were advanced money and for what purpose.
Client Cash Receipts Report
This report lists all money received from a client.
Client Income Summary Report
This report ranks clients in order of total receipts.
Client Matter Financial Ledger Report
This report accesses the matter billing detail ledger for a matter. When you select the report, the Matter Billing Detail window appears.
Closed Matter Report
This report lists the client-matters you have closed during the selected time period.
It includes information such as client-matter names, descriptions, storage locations, box number, person authorizing close, etc.
Fee Warning/Authorization Report
For a matter, you have the option of including hourly warnings and limits for the time you spend on a matter.
If you have selected hourly warnings and/or limits, this report lists the hours worked on a matter relative to the hourly warnings and limits.
Flat Fee Schedule Detail Report
This report lists the detail information for the flat fee payment schedule for the selected client/matter.
Matter Fee Sharing Report
This report lists fee sharing percentages between timekeepers for the selected client/matter (or all clients/matters).
Matter Listing Report
This report lists detail information for each matter, including client number, client name, matter number, matter description, responsible/originating timekeeper, case code, billing frequency, billing mode, billing format code, and minimum retainer.
Following are criteria that you might need defined when generating this report:
Matters to Include:
Indicates which types of matters will be included in the report, where:
All will include all matters.
Opened will include only matters
with an open date within the specified date range.
Closed will include only matters
with a close date within the specified date range.
Show Open Only, when checked,
will include only open matters.
Matter Rates Listing Report
This report lists the billing rates for the selected client/matters, case codes, and timekeepers.
Matter Rates Listing Report - Brief
This report lists the billing rates for all active timekeepers.
Matter Trust Schedule Aging Report
This report lists how much Trust is currently due, overdue by 31-60 days, 61-90 days, etc.
Settlement Summary Report
This report provides information about the settlement of a matter, including amount, paid costs, and referral fees.
Time Ticket Diary Listing Report
This report lists unbilled time tickets for the selected matter.
Held Tickets: When Include Held Tickets is checked, the report will include time tickets that have been placed on hold.
Time Ticket Type: Select the type of time tickets to include in the report. (Selecting All will include all the types listed.)
Sort Selections: Select the order in which you want the information listed on the report. You can select up to 3 sort orders. Sort level 3 specifies how information under sort level 2 is to be listed. Sort level 2 specifies how information under sort level 1 is to be listed.
Billing Status: Select to include unbilled time, billed time, or both in the report.
WIP with Prior Balance and AR Reconciliation Report
This report reconciles the Work in Process - Summary with Prior Balance report with the Accounts Receivable report, and If there is a discrepancy in the fees due, it will be posted in the report.
Write Off Report
The Write Off report lists fees, costs, taxes and late charges written off by matter. This report includes all amounts written off for a matter as well as individual amounts written off through adjustments.
Following are criteria that you might need defined when generating this report:
Date Range: Enter the date range for the report. Only write offs occurring on or within the date range will be included in the report.
Billing Timekeeper: Specify the timekeepers you want to include in the report. Select All to include matters for all timekeepers. To include matters for a specific timekeeper, select Timekeeper Initials. When you select this option, select the timekeeper code. Then, indicate the timekeeper type for this timekeeper. For example, if you only want to include those matters for which timekeeper ABC was an originating timekeeper, select Originating. Note that you can also select the originating, responsible, or assigned timekeeper for a matter. (Different types of timekeepers are assigned to matters during matter maintenance.)
Client: Specify the clients you want to include in the report. Select All to include matters for all clients. Select Client Number to include matters for a specific client, and then select the client number.
Matter: Specify the matters you want to include in the report. Select All to include all matters. Select Matter Number to include a specific matter, and then select the matter.