Billing Reports

Billing Reports

Client Monthly Billing Recap By Staff - Displays a summary of billed hours and amounts by month for a selected period of dates (normally a calendar year) for each client summarized by staff and by client. - Additional Billing Recap reports are available By Client and By Service Code
W-I-P Summary, AR Summary, Funds Summary Displays pertinent summary information about a matter including Work In Process outstanding fees and costs; Trust fund balances, if any; Current outstanding AR; Last invoice date and last payment date.
W-I-P Detail, AR Summary, Funds Summary Same as above report except that a detail listing of outstanding time and expense slips are displayed.
Staff Monthly Billing Recap By Client Displays, for each employee, a summary of billed hours and amounts for each month of a selected date range (normally a calendar year)
Monthly Billing Recap By Staff Displays, for each staff person, a summary by month of their billable hours and amounts for a selected date range (normally a calendar year).
Custom Pre-Bill Report Pre-Bill that has slip detail, staff and expense summary, aged work-in-process and accounts receivable balances plus other pertinent data.
Client Aged Work In Process By Staff - Displays, for each client, aged work-in-process summarized by staff and client. - A similar report is available for work-in-process aged by Matter/Case/Engagement