When tracking income allocation for flat fee Matters, the canned allocation report will attribute the income for a flat fee based on the timekeeper recorded with the flat fee entry.
Is there a known way to track fee income using the (non-billable) time entries for each timekeeper working on the flat fee Matter?
Our goal is to have a report to assess flat fee estate planning Matter profitability.
Any help is great!
Best answer by Sara Sultan
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+1
Hi Matt,
There is not a current option for this. If you have not already, please send a feature suggestion here. Make sure to put in whatever options you like as well as pain points for your firm. For example, “I would like to be able to manually allocate fees for fixed fee matters so that my staff get accurate credit for bonuses.” or “I would like Smokeball to proportionally allocate fees for fixed fee matters according to activity tracked by staff (or non billable time entries) so that my staff get accurate credit for bonuses.”
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