The Fee Allocation Report displays invoices and their timekeeper allocations from a specified date range.
Fee allocation is reflected in the bill on the 'Fee Allocation' tab.
When an invoice is creat the fee allocation amount is attributed to the designated fee earner(s). The fee allocation figures on the report reflect the allocations from bill-payment client receipts.
This is displayed on the fee allocation per invoice report as below.
Note: This report illustrates breakdown of fees by fee earner in relation to invoiced fees. If you prefer to view this report showing a breakdown of fees by fee earner in relation to paid invoices please go to the Fee Allocation by Payment article found here : Fee Allocation Per Payment Report
Accessing the Report
To find the Fee Allocation Per Invoice Report go to Reports > Billing Reports > Fee Allocation Per Invoice Report.
Filters
The Fee Allocation Per Invoice Report has Basic and Advanced configuration options to control and filter the display of information on the report.
Basic
| Filter | Description |
| Period | Provides options for a range of dates. This will control which items are used in the report figures. |
| Currency code | Select the currency you wish to see the results for. |
| Group Detailed by | Allows the report to be grouped by Invoice date, Fee earner, matter, matter type or responsible lawyer. |
Advanced
| Filter | Description |
| Responsible lawyer | Filters report to only show information for matters where the selected user is the responsible lawyer. Multiple responsible lawyers can be selected. |
| Client | Filters report to only show information for matters where the selected contact is the client. Multiple clients can be selected. |
| Matter | Filters the report to only display information from the selected matter(s). |
| Matter type | Filters report to only show information for matters of the selected type(s). |
| Invoice number(s) | Allows a specific invoice to be designated for report information. Only information from the selected invoice will be included in the report results. |
| Fee earner | Allows you to narrow down the report to show a specific fee earner or leave at default to show All fee earners. |
Layout options
Show detail - Controls the display of specific payment and allocation details. Without the 'Show detail' toggle set to 'On,' only summary tables can be displayed.
Show matter type summary - When this option is selected, a table is displayed that sums fees, expenses, and totals per matter type.
Show responsible lawyer summary - When this option is selected, a table is displayed that sums fees, expenses, and totals per responsible lawyer.
Show fee earner summary- When this option is selected, a table is displayed that sums fees, expenses, and totals per fee earner (based on fee allocation).
Show client summary - When this option is selected, a table is displayed that sums fees, expenses and totals per client.
Output Options
| Option | Description |
| On screen (HTML) | This option displays the report results on your current screen. |
| PDF | 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. |
| MS Excel | 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. TIP - Sometimes the PDF viewer will display over this option on your screen, to see the option to save to a matter close the preview screen. |
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