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Question

Is there a report to show the Client Cost Advance owed to our firm?

  • March 19, 2025
  • 1 reply
  • 19 views
J

I am the new Account Manager at our law firm, and I am trying to put together a report to show what our firm’s Client Cost Advance balance is in Smokeball. I am not sure if there is an existing report that shows the amount owed to the firm for AR and unbilled.

Can someone please help guide me to what reports I can use to calculate this, or would this be a custom report that we need to look into requesting?

Thank you,

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J
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  • JKibler
  • Smokeball Genius
  • March 19, 2025

Welcome. This requires two separate reports.

  1. “Time and Expense Entries” - Add the non-billable and billable expenses together.
  2. “Income Allocation - Summary”. Expenses Collected.

Net the amount from the first report with the second report.

J
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  • J
    JRichards

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