The matter billing log includes a matter’s fee and expense entries, over a specified period of time.
The reported fees and expenses include:
- Unbilled
- Billed
- Non-billable
- No Charge
- On Hold
- Cost Entries
- Payments
Generate a Matter Billing Log
To generate a matter billing log:
- From the left navigation panel, click Matters.
- In the Matters Screen, either double-click the matter, or single-click the matter to highlight it, then in the toolbar, click Details.
- From the Matters Details left navigation, click Billing.
- From the Billing screen, click Time/Expense.
- The Time/Expense screen opens, displaying a toolbar atop the screen.
- From the toolbar atop the Time/Expense screen, click Action > Report – Matter Billing Log.
The Matter Billing Log screen opens.
- From the Statement Date field’s drop-down, click the desired billing date.
- From the Format field’s drop-down, click your preferred format (PDF or Excel).
- In the Date Range section, use the drop-downs to enter your desired date range.
- In the Include section, check the boxes for bill types you wish to include.
- In the Print Task/Description section, click the radio button for Only Description, Only Task, or Task & Description.
- To Ignore entries less than a specified dollar amount, check the box and enter the dollar amount.
- In the Include Cost Entries section, uncheck the box to exclude Cost Entries, if desired. Otherwise, in the Include section, check all boxes for those cost types you want to include.
- In the Print Expense/Description section, click the radio button for Only Description, Only Expense, or Expense & Description.
- To Ignore entries less than a specified dollar amount, check the box and enter the dollar amount.
- Check the box to Group identical soft cost charges for Invoice Printing, if desired.
- Check the box to Include Payment Transactions, if desired.
- In the lower right corner, click Generate.
The report downloads in your preferred format.