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).

Generate the Report

For One Matter

To generate a pre-bill (matter billing) report for an individual matter:

1. From the left navigation panel, click Matters.
2. In the Matters Screen, double-click the matter and scroll down to its summary section.
3. From the tabs atop the Matter’s summary section, click Billing.
4. From the Billing screen, click Time/Expense.
5. The Time/Expense screen opens, displaying a toolbar atop the screen.
6. From the toolbar atop the Time/Expense screen, click Action > Report – Pre-Bill (Matter Billing Report)
   

Report Filters

• Format: Print the report in PDF or Excel.
• Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, This Year, and Till Date.
• View: Choose to view the summary or details. The details view gives you the option of selecting the Timekeeper Rate – Itemized Rate or Effective Rate.
• Billing Frequency: From the drop-down, select the frequency from the list that displays.
• Show: All, Only Fee, Only Cost, Only Soft Cost, or Only Hard Cost.
• Billing Frequency: From the drop-down, select the frequency from All, Annually, Monthly, Quarterly or Weekly..
• Include: Check the boxes to include billed, unbilled or non-billable items.
• Report Print Options: Check the boxes to include any of the listed items.

For All Matters

To generate this report for all matters, 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

• Checkboxes to exclude billed items and/or non-billable items.

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).

View/Download

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

Sample Report

Summary Report

Detailed Report