Balance by Expense Name Report
The Balance by Expense Name Report provides a breakdown of the soft cost and hard cost expenses by their name.
Billing
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Client Balance Report
The Client Balance Report shows a detailed billing related balance statement for ALL matters of a client. Balances shown are unbilled and unpaid amounts, retainer balances in operating and trust accounts.
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Timekeeper’s Expense Report
The Timekeeper’s Expense Report provides details of matter expenses entered by different personnel.
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Pre-Bill (Matter Billing Report)
This report has a dual purposes:
1. As a Matter Billing Report, you can look at all billed and unbilled time and expenses by matter.
2. As a Pre-Bill Report, you can filter out billed items and only focus on Work in Process (WIPs). -
Matter Billing Log Report
This report allows you to view and download all the activities for all your clients, for one client, or for a matter in one place.
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Work in Progress (WIP) Summary Report
The Work in Progress (WIP) Summary Report provides a detailed WIP breakdown by timekeeper, matter, or client.
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Client Billing Balance Report
The Client Billing Balance Report shows a detailed balance statement for ALL matters of a client as of a particular date. The balances shown are unbilled and unpaid amounts.
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Balance by Matter Name Report
If you use matter names as a type of business you do (e.g. Purchase, Bankruptcy, etc.), this report provides important balances grouped by matter name as of a particular date.
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Timekeeper’s Weekly Summary Report
The Timekeeper’s Weekly Summary Report can be used for various productivity measurement purposes. It provides a weekly time log for the entire firm.
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Billing Balance by Matter Name Report
If you use matter names as a type of business (e.g. Purchase, Bankruptcy, etc.) that you do, this report provides important balances grouped by matter name as of a particular date. The balances shown are the unbilled and unpaid amounts.
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Matter Billing Rate Report
This report lists billing rates applied to all hourly matters, for each individual Timekeeper. This is a useful report to review rates and fix any potential discrepancies.
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Time Expense Flag Report
The Time Expense Flag Report lists time/expense cards that are marked with special flags.
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Invoice Status Report
The Time Expense Flag Report lists time/expense cards that are marked with special flags.
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Timekeeper’s Time Report
The Timekeeper’s Time Report provides you with comprehensive data about each billable personnel’s activities.