Fee Allocation per Payment Report

In this article:

• Brief Description  
• Use Cases  
• Finding and Using the Report  
• Available Filters 
• Report Output 
• Additional Notes  

Brief Description  

The Fee Allocation Per Payment Report displays payments from a specific date range. Fee allocations are on the Fee Allocation tab of a bill, and when a payment is received, the fee allocation amount is attributed to the designated fee earners. The report reflects the fee allocations from payments to bills. 

Use Cases  

This report is used to see the value of collected fees by each fee earner.  

Finding and Using the Report  

• In Actionstep, go to Reports > Billing > General. 

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters 

Basic Filters 

• Period: Enter the date range you want included in the report.  
• Currency: Select the currency you wish to see the results for. (Only displayed if you have multi-currency enabled.) 

Advanced Filters 

• Responsible lawyer: Select the responsible lawyers you want included in the report. 
• Client: Select the clients you want included in the report.  
• Matter: Select the matters you want included in the report.  
• Matter type: Select the matter types you want included in the report.  
• Invoice number(s): Select the invoices you want included in the report. 
• Fee earner: Select the clients you want included in the report. 
• Show detail: Toggle this option to on to display specific payment and allocation details in the report. Otherwise, only summary tables will be displayed. 
• Show matter type summary: Toggle this option to on to display a table that sums fees, expenses, and totals per matter type. 
• Show responsible lawyer summary: Toggle this option to on to display a table that sums fees, expenses, and totals per responsible lawyer. 
• Show fee earner summary: Toggle this option to on to display a table that sums fees, expenses, and totals per fee earner (based on fee allocation). 
• Show client summary: Toggle this option to on to display a table that sums fees, expenses and totals per client. 
• Group detail by: Choose how the report will be grouped—by Fee earner, Payment Date, Payment, Matter, Matter type, or Responsible lawyer. 

Report Output 

Depending on which Layout Options you selected for your report filters (on the Advanced tab), this report can include multiple tables that show data specific to that report type as well as the Fees amount, the Disbursement / Expense, any Tax and the Total of all these values.  

Additional Notes  

This report shows the breakdown of fees by fee earner in relation to paid invoices only. To see a report showing a breakdown of fees by fee earner in relation to invoiced fees, see the Fee Allocation Per Invoice Report.