Set Up Fee Allocation Reports

To produce accurate fee allocation reports, you must first set up:

• Timekeeper Allocation Percentages
• Matter Level Fee Allocations
• Billed/Collected Calculation Method for Fixed/Contingency Matters

Set a Default Timekeeper Fee Allocation Percentage

To set up the default timekeeper allocation percentage:

1. From the left navigation panel, click Setup.
2. Atop the Setup left navigation, click Firm Settings.
3. From the Firm Settings screen, Click Financial.
4. In the Collected Fee Allocation Settings section’s Timekeeper’s Default Allocation field, enter the default timekeeper allocation percentage.
5. In the upper right corner, click Save.

Set a Custom Timekeeper Fee Allocation Percentage

To set up a custom timekeeper allocation percentage:

1. From the left navigation panel, click Setup.
2. From the Setup left navigation, click Timekeeper.
3. From the Timekeeper screen, single click a timekeeper, and then from the toolbar atop the screen, click Edit.
4. From the Edit screen, Click Advanced Settings.
5. From the tabs atop the section, Click Fee Allocation.
6. Click the Custom Allocation radio button.
   The field becomes editable.
7. Enter the timekeeper’s custom fee allocation percentage.
8. In the upper right corner, click Save.

Set a Billed/Collected Calculation Method (Only Fixed & Contingent Matters)

To set up the Billed/Collected calculation method for fixed & contingent fee matters:

1. From the left navigation panel, click Setup.
2. Atop the Setup left navigation, click Firm Settings.
3. From the tabs atop the Firm Settings screen, Click Financial.
4. In the Collected Fee Allocation Settings section of the Financial Screen, check the box beside Include Non Billable timecards value of Fixed/Contingency Fee matters in Collection by Timekeeper & Income Allocation Reports.
   Important

   This setting makes billed/collected fees for timekeepers in fixed/contingent fee matters appear on billing/collection by timekeeper reports.

   To calculate the timekeeper’s portion, the system divides the value of the timekeeper’s nonbillable timecards by the value of all nonbillable timecards on the matter.

   If the timekeeper’s portion is more than the timekeeper’s total nonbillable fee amount on the matter, the system caps the total billed fees at the total value of the timekeeper’s nonbillable time cards unless the checkbox in step 5 is also checked.

5. Check the box beside Calculate Timekeeper’s collected fee proportional to overall fee collection instead of to value of Non Billable timecards entered
   Important

   This setting causes the timekeeper total billed fees to be calculated proportionally based on the value of nonbillable timecards.

   To calculate the portion, the system divides the value of the timekeeper’s nonbillable timecards by the value of all nonbillable timecards on the matter.

   There is no cap on the timekeeper’s billed amount.
   

6. In the upper right corner, click Save.
   Caution

   You must also enter nonbillable timecards on the matter for each timekeeper entitled to a share of the fixed/contingent fee prior to generating the invoice. The system does not include timekeeper billed/collected amounts for matters with no nonbillable timecards entered.