Fixed Fee Billing Reconciliation Report

In This Article…

This report shows fixed fee amounts and billed amounts to ensure all of your fixed fee matters are being billed in a timely manner.

To access the report, go to Reports > Collection > Fixed Fee Billing Reconciliation.

Report Filters

Matter Owner: Choose All Matter Owners or select a specific matter owner from the drop-down.

Matter Open Date

Date Range: The date range options you have are Last Month, Last Year, This Month, and This Year, or you can select from the calendar drop-down to specify your date range.

Billing and Payment Dates

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year.

Options

The boxes are checked by default. You can uncheck the box if you would like to exclude:
- Fees Billed
- Fees Collected
- Cost Billed
- Cost Collected
Exclude Matters Billed in Full: Checked by default. If you wish to include matters billed in full uncheck the box.