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 Open Date
- Date Range: The date range options you have are Last Month, Last Year, This Month, and This Year.
Billing Dates
- Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year.
Print Options
- You can checkmark the box if you would like to exclude matters billed in full.
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.