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USERS' TOP TEN FAVORITE REPORTS |
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Click each report's hyperlink to view a pdf sample of the report |
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| A Graphical Monthly Calendar with each day color coded to easily determine if staff meet minimum firm defined hours.. | A Graphical Monthly Calendar with each week color coded to easily determine if staff met minimum firm defined hours. | Displays billing records for a user defined period and shows what is unbilled (WIP), billed but unpaid and both billed and paid. |
Displays Fees Billed and Receipts for a specified date range and compares amounts billed vs. received for the report. |
Shows total value of hours entered, amounts billed and payments received for a specified date range. |
| All Fees and Costs for selected Matter(s), sub-totaled by Type and flags to determine whether billing records are billed or unbilled. | Trend report by month showing hours entered with comparison of billed to unbilled hours. | Shows billable Fees/Costs before adjustments per the Actions tab when invoices are being prepared, then payments, credits, write-offs, etc. over the life of the invoice. |
Lists payments received for a specified date range showing how much, if any, was allocated to fees, costs and other. Receipts not allocated are also shown. |
Allocates receipts to staff based on staffs' relative share of billed amounts contributed to each invoice fully or partially paid. |
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