The Time and Fee Entries report provides a list of 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 and which invoice contains the entry, or if the entry is unbilled.
Entries are organized by date and display matter/client information.
Each time entry shows the timekeeper for the specific entry and the Responsible Lawyer for the associated matter.
The Hours column displays the actual hours works and the time for which the entry is being billed.
The Billable column displays the rate for billable entries (non-billable entries do not populate this column. The value of the entry displays the billable hours * rate.
The Type column displays whether the entry is hourly or fixed fee. This is based on the rate for time entry and not the billing arrangement for the matter.
The Code and Memo columns display the code and memo on the time entry.
|Note: The Code column displays quick-codes by default or the UTBMS code for matters with eBilling.|
Behavior displays the bill behavior for the entry. This can Bill, No Charge, or Hide. Inv# denotes the invoice to which the entry is attributed or if the entry has yet to be billed.
The report can be further customized using basic and advanced settings.
Date range dictates which entries display based on the date of the entry. The list can be further filtered by a specific timekeeper or multiple timekeepers.
By default, the report is grouped into tables by the date. However, this can be changed to group by client, matter, timekeeper, responsible lawyer, or entry type (hourly and fixed fee).
Sort detail by dictates the order of entries on each table. Entries can be sorted by date, client, matter, timekeeper, or responsible lawyer.
Responsible lawyer – Show only entries from matters with the selected responsible lawyer(s)
Client –Show only entries for a specific client or clients
Matter – Show only entries for a specific matter or matters
Matter type – Show only entries for a specific matter type or types
Billing arrangement – Show entries based on the matter billing arrangement (hourly or fixed fee).
Bill status – Show billed or unbilled entries
Bill behavior – Show only entries based on bill behavior of the entry (bill, no charge, hide, or non-billable)
Fee types – Show entries based on fee type (hourly, fixed fee, discounts, adjustments, or hourly non-billable)
UTBMS task – Show only entries with a specific UTBMS task code
Quick-code – Show only entries with a specific quick-code or multiple selected quick-codes
Show write offs
Displays write-offs as part of the entry table
Show responsible lawyer summary
Show timekeeper summary
Show bill type summary
Show entry type summary
Show worked vs to bill summary
Show detail displays information about each entry.
The output section provides options for how the report is produced.
On screen (HTML)
This option displays the report results on your current screen.
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.
|Note: Print dialog will vary based on your browser.|
This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.