There are a few different reports you can use to review fee allocations.
Fee Allocation per Payment and Fee Allocation per Invoice Reports
The Fee Allocation reports, which are the primary reports for fee allocations in Actionstep Practice Management, 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 include filters and summaries by various criteria to offer the best information for your reporting needs.
For more information, see:
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.
NOTE: This report's dates settings are based on time entry dates NOT invoiced dates.
For more information, see 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, see Account Entries Report
Additional Resources:
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