Time and Disbursement Entries Report

The Time & Disbursement Entries report allows you to view a summary of all time, fee and disbursement entries across the firm within a select time period.

How to access and use this report

This report is located in the reporting suite of the Smokeball Web App.

To access reports, navigate to the Reports tab in the Smokeball Web App.

1. Select the report period and the filters you wish to use to run this report.
2. If you plan to print the report, you can also choose which components to include in the Print view filter section:
   
   
   
   
3. Click the Generate button.

Filters

• The Report Period filter allows you to select a specific time period or run the report for all time.
• The Timekeeper filter gives you the option to limit the results to a specific individual
• The Matter filter allows you to run the report for a specific matter. You can leave it unselected to run the report for all matters.
• The Area of Law filter allows you to limit the results to a specific area of law / practice area.
• The Type of Entries filter lets you choose between Time and Disbursements, Time only, or Disbursement only.
• The Show Entries List option, when selected, will include a list of all individual time entries in the report (placed below the summary table and grouped by staff member).
  The entries list includes column information for date, matter, activity, subject, description (optional), hours/quantity, rate/price, billable, write-off, status, and total.
• The Show Description Field option controls the inclusion of a Description column within the entries list (and is only available when the Show Entries list option is selected).
• There is also an option to exclude items that have been billed/invoiced outside of Smokeball but have still been entered as time, fees and expense entries in Smokeball (Exclude Externally Billed).

How to read this report

The Time & Disbursement Entries report displays fees for the Timekeeper listed in the report. 

What is the difference between the Time & Disbursement Entries Report and the Income Allocation Report?

You may notice that there are discrepancies in figures between these reports. Refer to the following table, which compares the difference between both reports: