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.

Accessing the Report

To find the Time and Fee Entries report head to Reports > Billing Reports > select Time and Fee Entries Report.

Clicking on the star next to the report name will add that report to your favourites, making it easier to find in the future.

Filters

Before you generate the report, there are a number of filters you can apply to control what results the report will give you.

Basic

Filter	Description
Date range	This dictates which entries display based on the date of the entry.
Date field	Allows for the report to run by timesheet date or Invoice date.
Timekeeper	This filter allows you to select a specific timekeeper / Multiple timekeepers or All timekeepers
Currency	This determines the currency for displaying the dollar amount.

Layout Options:

Group detail by

By default, the report is grouped into tables by date. However, this can be changed to group by:

• Client
• Matter
• Matter Type
• Timekeeper
• Responsible lawyer 
• Entry type (hourly and fixed fee)

Sort detail by

This dictates the order of entries on each table. Entries can be sorted by date:

• Client 
• Matter
• Matter Type
• Timekeeper
• Responsible lawyer

Show adjustments as separate lines

• Toggle this to on will show adjustments on separate lines 
• Toggle to off and the report will distribute adjustments back to the fee earners instead of showing them as separate lines

Advanced

Layout Options

Show write offs:

Displays write-offs as part of the entry table

Show responsible lawyer summary:Show timekeeper summary:

Show bill type summary:

Show worked vs to bill summary:

Show detail:

Show detail displays information about each entry.

Firm Summary:

Output