Use the Billed Fees & Disbursements Report to gain valuable insights into the areas of law, matter types, clients, timekeepers, referrers, or persons responsible who are performing the best and worst. You have the freedom to select what to analyse.
Billed Fees & Disbursements - Summary Report
The Billed Fees & Disbursements – Summary report provides a summary view of what has been billed during a selected time period. It allows you to assess billing performance by Area of Law, Matter Type, Client, Timekeeper, Referrer, and Person Responsible.
The following filters are available for this report:
- Invoice date range (required).
- Run report by choice of Matter Type, Area of Law, Person Responsible, Timekeeper, Client or Referrer.
- By default, this is set to Timekeeper.
- The same options exist for the Subtotal filter as well as <None>. When you choose a subtotal filter, the Run By filter will display additional information including the Subtotal By details.
- Show Percentage - True or False.
- If True is selected, the percent of the Run By selection will total 100%. If a Subtotal is also selected, then the Subtotals within the Run By selection will total 100%.
The following columns are displayed in the report:
- Run By column - This is based on what is selected in the Run By filter.
- Subtotal By column - This is based on what is selected in the Subtotal filter.
- This column will not show if <None> is selected in the Subtotal filter.
- Disbursements Billed
- Percentage of Expenses
- This column will only show if Show Percentage is set to True.
- Hours Billed
- Fees Billed
- Percentage of Fees
- This column will only show if Show Percentage is set to True.
- Total Billed
- Percentage of Total Billed
- This column will only show if Show Percentage is set to True.
Important Notes:
- Discounts only apply to fees billed.
- Write-offs and non-billable entries are not included in this report.
- The Subtotal filter reflects the percentage of the option that is chosen in that filter (e.g. Timekeeper) and does not reflect the total for the whole report.
Billed Fees & Disbursements - Details
The Billed Fees & Disbursements – Details report provides a detailed view of what has been billed during a selected time period at the matter and invoice level. It can be used to verify that your invoices have been billed correctly.
| Filters displayed in this report | Columns displayed in this report |
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Filters
Columns displayed when Level of Detail: Matter
Columns displayed when Level of Detail: Matter & Invoice
Important Notes
- Discounts are applied to fees billed only.
- Write-offs are not included.
- Non-billables are not included.
- Interest Charges are not included.
- Surcharges are not included.