Time and Fee Entries Report

In this article:

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

Brief Description

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.

Use Cases

This report allows for easy tracking of time and fee entries for timekeepers within a date range by date field.

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 Tab 

• Date range: Enter the dates you want covered in the report. 
• Date field: Choose whether to build the report based on Timesheet date or Invoice date. 
• Timekeeper: Choose which timekeepers you want included in the report.  
• Currency: Select the currency you wish to see the results for. (This option is only displayed if you have multi-currency enabled.) 
• Group detail by: Choose how you want to organize data in the report. Your options include Client, Matter, Matter Type, Timekeeper, Responsible lawyer, or Entry type (i.e., hourly or fixed fee). 
• Sort detail by: Choose how you want to order entries in each report table. Your options include by Client, Matter, Matter Type, Timekeeper, or Responsible lawyer. 
• Show adjustments as separate lines: Toggle this option to on to show adjustments on separate lines. Otherwise, adjustments will be listed by fee earners. 

Advanced Tab 

• 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.  
• Billing arrangement: Select the hourly and/or fixed fee billing arrangement you want used in the report. 
• Bill status: Choose whether to show billed or unbilled entries (or both) in the report. 
• Bill behavior: Select which types of bill behavior you want included in the report. Your options are Bill, No charge, Hide, or Non-billable. 
• Fee types: Choose which entries you want included in the report based on fee type: Hourly, Fixed fee, Discounts, Adjustments, or Hourly non-billable). 
• UTBMS Task: Choose which specific type UTBMS task codes you want included in the report. 
• Quick-code: Choose which quick-codes you want included in the report. 
• Show write offs: Toggle this option to on to display write-offs as part of the entry table. 
• Show responsible lawyer summary: Toggle this option to on to display a separate table showing data for responsible lawyers. 
• Show timekeeper summary: Toggle this option to on to display a separate table showing data for timekeepers. 
• Show bill type summary: Toggle this option to on to display a separate table showing data for bill type (hourly or fixed fee). 
• Show entry type summary: Toggle this option to on to display a separate table showing data for the entry type (i.e., hourly or fixed fee).
• Show worked vs to bill summary: Toggle this option to on to include a table showing worked hours and unbilled hours along with their variances. 
• Show detail: Toggle this option to on to display detailed information about each entry. 

Report Output 

Depending on which layout options you selected for your report, this report can include multiple tables that show data specific to that report type. Each of these tables shows billed, unbilled, and unbillable hours and their associated fees. 

Additional Notes

There are similarities between the Fee Earner Productivity and Time and Fee Entries reports. Please note these differences, however: 

• The billable total included in the Fee Earner Productivity report shows 'hide' and 'no charge' entries, whereas these entries are not included in the billable totals of the Time and Fee Entries report. 
• The Fee Earner Productivity report also includes discounts in its running billable total.  

For example, let's say you have: 

• $100 no charge 
• $200 normal fee 
• And a 10% discount on the bill  

The Time and Fee Entries report will show the total of $200 whereas the Fee Earner Productivity report shows $280 ($200 with 10% discount + $100 no charge). 

• The Time and Fee Entries report shows adjustments either as separate lines (not affecting the fee earner total) or it is not shown as separate lines and then it gets absorbed into the fee earner total. 

If you're choosing which of these reports to use, it's recommended you use the Time and Fee Earner report, since it shows the time entries with their values without discounts that are applied to the bill, etc. It includes the 'no charge' hours in the hours worked without adding the fee amount to the total. The Fee Earners Productivity report does not show line items so it is difficult to breakdown or understand where the values are being from.