Time & Billing |
The Timekeeper's Time Report provides you with comprehensive data about each billable personnel's activities.
The Timekeeper's Expense Report provides details of matter expenses entered by different personnel.
The Timekeeper's Weekly Summary Report can be used for various productivity measurement purposes. It provides a weekly time log for the entire firm.
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.
The Work in Progress (WIP) Summary Report provides a detailed WIP breakdown by timekeeper, matter, or client.
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.
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.
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. Balances shown are unbilled and unpaid amounts and retainer balances in operating and trust accounts.
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.
The Balance by Expense Name Report provides a breakdown of the soft cost and hard cost expenses by their name. Firms can use this to verify that the expenses charged to their clients are accurate. This report is particularly helpful for auditing purposes.
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.
The Time Expense Flag Report lists time/expense cards that are marked with special flags.
The Invoice Status Report lists invoices and their status whether paid or unpaid in a given duration.
The Split Billing Report helps you verify that the configuration of fee and expense percentages in your split billing details is accurate.
The Split Billing Verification List helps you identify how all of the fees and expenses split from the main matter to the split matters. The split fee entries in the report include the hours, rate, and amount with their totals and the expense entries include the expense quantity, rate, and amount with their totals. The verification list also allows you to tally and verify the totals in the main entries and split entries.