Matter Billing Log

Introduction

The Matter Billing log shows all Fee Entries (Unbilled, Billed, Unbillable, and/or on Hold), Cost Entries, and Payments received for a Matter during a selected period of time. 

How to Access Report

  • Step 1: Start from the Matter Tab, and Double-click on the Matter for the matter details
  • Step 2: Select the Billing tab
  • Step 3: From the Time & Expenses tab, click  Action
  • Step 4: Select the Matter Billing Log

Report Details

  • Step 1: Select PDF or Excel
  • Step 2: Select Report Parameters
  • Step 3: Click Generate

Important Notes

  • Selected dates are used to find entries during that date range
  • The Payments/Receipts section will include only payments applied to the invoice. This billing report is not meant to include trust transactions or amounts in operating retainers, etc.

Updated on October 10, 2018

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