CAUTION: This report worked best with legacy or classic versions of Actionstep Accounting, which is no longer supported or used in Actionstep.
Brief Description
This report covers how income is split either by invoice or by WIP.
Finding and Using the Report
- In Actionstep Practice Management, go to Reports > Accounting Reports. (Your menu may show Reports > Accounting Reports > Reports List.)
- In the General section, click Income Split. The report is displayed.
Then, refer to these articles for help generating and saving reports for future use:
Available Filters
- Period start and end dates
- Tax
- Participants
- Matter ID(s)
- Role(s)
Report Output
Split
- Matter ID
- Matter Name
- Invoice #
- Invoice For
- Role
- Split %
- Invoiced Incl or Excl
- Receipted Incl or Excl
Totals by Participant
- Participant
- Invoiced Incl or Excl
- Receipted Incl or Excl
Updated