Billing by Timekeeper

In This Article…

This report contains fees billed by timekeeper in your firm during a given date range. This report can be used for productivity measurement or for distributions, for those firms that follow accrual accounting.

To access this report, go to Reports > Financial Productivity > Billing by Timekeeper.

Report Filters

Timekeeper – You can choose to run a report on a single timekeeper or all timekeepers 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.