Fee Earner reports

Hello Tania,

The Time & Expenses report shows all time and expense entries from a given time period, whether or not those entries have been invoiced yet.  The Income Allocation report is a bit more complex and has four different sections.  The originating attorney section has a Billed and Collected portion.  Similarly the Timekeeper section is broken into two parts for Billed and Collected.  I will attempt to break it down for you here, but I recommend that you submit a training request with a billing specialist by clicking here.

• Originating, Billed - This section is filtered by the date the time/expense entry has been invoiced (not the time stamp on the entry itself) and will show all time entries associated with the matter that the originating attorney is assigned to.
• Originating, Collected - This section is filtered by the date the payment was received (not the date of the invoice) and will show all money collected on the matter the originating attorney is assigned to.
• Timekeeper, Billed - This section is filtered by the date the time/expense entry has been invoiced (not the time stamp on the entry itself) and will show all time entries associated with the timekeeper.
• Timekeeper, Collected - This section is filtered by the date the payment was received (not the date of the invoice) and will show all money collected for time/expense entries in that timekeeper’s name.