This article describes what is contained in the time and fee entries report.
The Time and Fee Entries report lists all fee entries per matter. It includes summaries, write-offs, and worked vs to bill settings. Each entry provides insight into whether it has been billed, which invoice contains the entry, or if it is unbilled.
|WARNING: The Date range in this report relates to the "time entry" date not the invoice/bill date. The report does not include non-billable time entries. THIS REPORT SHOULD NOT BE USED TO CALCULATE INVOICED FEES BY FEE EARNER FOR A SPECIFIC INVOICE PERIOD.|
Entries are organized by date and display matter/client information.
Each time entry shows the timekeeper for the specific entry and the Responsible Lawyer for the associated matter.
NOTE: Discounts and fee adjustments on bills are not attributed to a specific timekeeper. Instead, the timekeeper is shown as "(N/A)" and the type is "Discount" or "Adjustment."
If discounts and adjustments are not being displayed, ensure that the Timekeeper filter is set to "All."
The Hours column displays the actual hours works and the time for which the entry is being billed.
The Billable column displays the rate for billable entries (non-billable entries do not populate this column). The value of the entry displays the billable hours * rate.
The Type column displays whether the entry is an hourly or fixed fee. This is based on the rate for time entry and not the billing arrangement for the matter.
The Code and Memo columns display the quick-code and memo on the time entry.
|NOTE: The Code column displays quick-codes by default or the UTBMS code for matters with eBilling.|
Behavior displays the bill behavior for the entry. This can Bill, No Charge, or Hide. Inv# denotes the invoice to which the entry is attributed or if the entry has yet to be billed.
The report can be further customized using basic and advanced settings.
Date range dictates which entries display based on the date of the entry. The list can be further filtered by a specific timekeeper or multiple timekeepers.
By default, the report is grouped into tables by the date. However, this can be changed to group by the client, matter, timekeeper, responsible lawyer, or entry type (hourly and fixed fee).
Sort detail by dictates the order of entries on each table. Entries can be sorted by date, client, matter, timekeeper, or responsible lawyer.
|Responsible lawyer||Show only entries from matters with the selected responsible lawyer(s)|
|Client||Show only entries for a specific client or clients|
|Matter||Show only entries for a specific matter or matters|
|Matter type||Show only entries for a specific matter type or types|
|Billing arrangement||Show entries based on the matter billing arrangement (hourly or fixed fee)|
|Bill status||Show billed or unbilled entries|
|Bill behavior||Show only entries based on bill behavior of the entry (bill, no charge, hide, or non-billable)|
|Fee types||Show entries based on fee type (hourly, fixed fee, discounts, adjustments, or hourly non-billable)|
|UTBMS task||Show only entries with a specific UTBMS task code|
|Quick-code||Show only entries with a specific quick-code or multiple selected quick-code|
Show write offs
Displays write-offs as part of the entry table
Show responsible lawyer summary
Show timekeeper summary
Show bill type summary
Show entry type summary
Show bill type summary
Show worked vs to bill summary
Show detail displays information about each entry.
On screen (HTML)
|This option displays the report results on your current screen|
||This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen.|
|This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.|
Save XLSX file to a matter
After you have selected to run the report in MS Excel you can choose to save the XLSX file directly to a matter using this button.
Save PDF file to a matter
After you have selected to run the report in PDF you can choose to save the PDF directly to a matter using this button.
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