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. Check the Active Timekeeper only box to exclude all inactive timekeepers from the timekeeper drop-down.
- 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.
You may override the proportional fee calculation by selecting one or more of the following:
- 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.
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- 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.
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- 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.
View/Download
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Learn more about generating reports.