Pre-Bill (Matter Billing Report)

This report has a dual purposes:

As a Matter Billing Report, you can look at all billed and unbilled time and expenses by matter.
As a Pre-Bill Report, you can filter out billed items and only focus on Work in Process (WIPs).

To access this report, go to Reports > Billing > Pre-Bill (Matter Billing Report)

Report Filters

Matter Owner: Choose all matter owners or a specific matter owner.
Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, This Year, and Till Date.
Client: Choose all clients or a specific one. You can choose to view active clients only. To include inactive clients, uncheck the box.
Client-Matter: Choose all client-matters or a specific one. You can choose to view active matters only. To include inactive matters, uncheck the box.
Show: Choose to view the summary or details. The details view gives you the option of selecting the Timekeeper Rate – Itemized Rate or Effective Rate.
- Itemized Rate displays the number of hours spent using different rates for timekeepers in the matter.
- Effective Rate: value is calculated for each matter as the Timekeeper’s Amount/Time Spent, rounded off to the nearest integer.
Include: All, Only Fee, Only Cost, Only Soft Cost, or Only Hard Cost.
Billing Frequency: From the drop-down, select the frequency from the list that displays.

Exclusions

Report Print Options

Check boxes to:

- Apply page break between items.
- Print matter’s internal billing notes.
- Include Trust Bank Balance breakdown. This will break down the ledger balance of each trust account associated with that matter, as of the report print date (Details report only).
- Include custom field pages, if you have stored information related to Client-Matter using custom fields (Details report only).

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

UpdatedAugust 12, 2024