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