Reporting on Fee Allocations

There are a few different ways you can report on fee allocations.

Fee Allocation Reports

The Fee Allocation reports, which are the primary report for fee allocations in Actionstep, display payments and timekeeper allocations for a specified date range. This is useful to see the value of work completed by each fee earner. These reports includes filters and summaries by various criteria to offer the best information for your reporting needs.

For more information: 

• Fee Allocation per Payment Report
• Fee Allocation Per Invoice Report

Fee Earner Productivity Report

The Fee Earner Productivity Report provides two comparison date ranges to gauge the productivity of all timekeepers/fee earners in your system. For each timekeeper, a row of information is displayed that contains the value of the following:

• Billable items
• Billed items
• Unbilled items
• Payments collected
• Write-offs
• Percent of payments received against the total of what has and what can be billed.

For more information: Fee Earner Productivity Report

Account Entries Report

The Account Entries Report shows a list of entries for a selected account in the general ledger. It only shows one side of the transaction—the debit or credit posted to the selected account.

This report can be helpful for fee allocation where specific fee income accounts have been set up for fee earners.

For more information: Account Entries Report

Related Articles:

• Setting Up Report Permissions
• Reporting Overview