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Pre-Bill (Matter Billing Report)

Introduction

The Matter Billing Report shows billed and unbilled time data for matters. 

To Access Report

Go to Reports > Billing > Pre-Bill (Matter Billing Report)

Report Details

Matter Owner: Choose all matter owners or a specific matter owner

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year

Client-Matter: Check the box to choose all client-matters. To choose a specific matter, uncheck box and type in the client matter name. You can choose to view active matters only by checking the box. To choose inactive matters, uncheck the box.

Show: Choose to view summary or details

Exclusions: You can exclude billed items or non-billable items

Report Print Options: Check box to apply page break between items

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To preview the report, click view.

When ready, click download.

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Updated on July 3, 2019

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