Split Billing Report

The Split Billing Report helps you verify that the configuration of fee and expense percentages in your split billing details is accurate. 

To access the report, go to Reports > Billing > Split Billing Report

Report Filters

  • Matter Owner: This will default to all matter owners. You can select one or more matter owners from the drop-down.
  • Client-Matter: By default All Client Matter and Active Matters Only will be checked. To choose a specific client-matter, uncheck the box and enter the client-matter name. You can choose to view active matters only. To include inactive matters, uncheck the box.


Click View to preview the report or to download, select the preferred format (Excel/PDF) and click Download.

Learn more about generating reports.

Sample Report

Report Entries and Their Descriptions

Entry Description
Main Client-Matter The matter where the split is configured.
Split Matters The matters to which the splits are distributed. This could include the main matter, if it is selected as part of the split.
Fee % The percentage of the time entries.
Expense % The percentage of the hard and soft costs.
Fee Options Displays whether you have selected the option to split hours and amount, or split hours and then calculated amount.
Updated on August 23, 2023

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