Fee Allocation Per Payment Report

Modified on Thu, 14 Sep 2023 at 11:43 PM

The Fee Allocation Per Payment Report displays payments from a specified date range and is a useful report to see the value of collected fees by each fee earner.

Fee allocation is reflected in the bill on the 'Fee Allocation' tab.

When a payment is received, 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 payment report as below.

Note: This report illustrates breakdown of fees by fee earner in relation to paid invoices ONLY. If you prefer to view this report showing a breakdown of fees by fee earner in relation to invoiced fees please go to the Fee Allocation by Invoice article found here: Fee Allocation Per Invoice 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 information displayed 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.

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.

Group detail by - Allows the report to be grouped by Invoice date, Fee earner, matter, matter type or responsible lawyer.

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.