Billed Fee Allocation Report

The Billed Fee Allocation report details billed fees by invoice, matter and party as well as calculates allocation based on assigned allocation percentage.

To access this report, go to Reports > Financial Productivity > Billed Fee Allocation

Report Filters

• Matter Owner: You can choose to run a report on a single Matter Owner or all Matter Owners in your firm.
• Invoice Date Range: Based on the date the invoice was generated. You can customize the date range to be covered in the report.
• Options
  • Include Contingent/Fixed Fee Matters: When checked, the report includes Contingent/Fixed Fees based on each timekeeper’s portion of the non-billable timecard value associated with the invoice.
    
    Important

    If you don’t want Contingent/Fixed fees to appear on the report, you must uncheck this option.

    
    You may override the proportional fee calculation by selecting one or more of the following:
  • Limit billed amounts to the value of the non-billable timecards: When checked, the timekeeper’s billed fees cannot exceed the total value of the timekeeper’s non-billable timecards associated with the invoice.
  • Limit collected amounts to the value of the non-billable timecards: When checked, the timekeeper’s collected fees cannot exceed the total value of the timekeeper’s non-billable timecards associated with the invoice.
    Caution

    You must also enter non-billable timecards on the matter for each timekeeper entitled to a share of the fixed/contingent fee prior to generating the invoice. The system does not include timekeeper billed/collected amounts for matters with no non-billable timecards entered.

     

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Sample Report