USERS' TOP TEN FAVORITE REPORTS

 

Click each report's hyperlink to view a pdf sample of the report

 

Staff Hours By Day Calendar

Staff Hours By Day (Weekly)

Billing Records Paid/Unpaid

Fees/Costs Billed With Variance

Hours Entered/Billed/Collected

         
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.

         

Billing History

Productivity Trend

Invoice History

Payment Listing

Receipt Allocations (Pro Rata)

         
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.