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Time and Fee Entries Report

TIP:  This report includes information about the responsible lawyer. To learn more about this role in billing, see Understanding the 'Responsible Lawyer' Role in Actionstep Billing.

 

Brief Description

The Time and Fee Entries report lists 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, which invoice contains the entry, or if it is unbilled.

 

Use Cases

This report allows for easy tracking of time and fee entries for timekeepers within a date range by date field.

 

Finding and Using the Report  

  • In Actionstep Practice Management, go to Reports > Billing Reports. (Your menu may show Reports > Billing Reports > Reports List.)
  • In the General section, click Time and Fee Entries Report. The report is displayed.

Then, refer to these articles for help generating and saving reports for future use:

Note: This report includes an additional Output option of CSV. If you select this option, a ZIP file will be created and downloaded that contains one or more CSV files with the results of the report. The ZIP file will also include an Excel file with details about who generated the report, when, and with what filters. Splitting this report into multiple CSVs separates the detail and summary sections into clearer, more useful datasets.

 

Available Filters 

Basic Tab 

  • Date range: Enter the dates you want covered in the report.
  • Date field: Choose whether to build the report based on Timesheet date or Invoice date.
  • Timekeeper: Choose which timekeepers you want included in the report.
  • Currency: Select the currency you wish to see the results for. (This option is only displayed if you have multi-currency enabled.)
  • Group detail by: Choose how you want to organize data in the report. Your options include Date, Client, Matter, Matter Type, Timekeeper, Responsible lawyer, or Entry type (i.e., hourly or fixed fee).
  • Sort detail by: Choose how you want to order entries in each report table. Your options include by Client, Matter, Matter Type, Timekeeper, or Responsible lawyer.
  • Show adjustments as separate lines: Toggle this option to on to show adjustments on separate lines. Otherwise, adjustments will be listed by fee earners.

Advanced Tab 

  • Responsible lawyer: Select the responsible lawyers you want included in the report.
  • Client: Select the clients you want included in the report.
  • Matter: Select the matters you want included in the report.
  • Matter type: Select the matter types you want included in the report.
  • Billing arrangement: Select the hourly and/or fixed fee billing arrangement you want used in the report.
  • Bill status: Choose whether to show billed or unbilled entries (or both) in the report.
  • Bill behavior: Select which types of bill behavior you want included in the report. Your options are Bill, No charge, Hide, or Non-billable.
  • Fee types: Choose which entries you want included in the report based on fee type: Hourly, Fixed fee, Discounts, Adjustments, or Hourly non-billable).
  • UTBMS Task: Choose which specific type UTBMS task codes you want included in the report.
  • Quick-code: Choose which quick-codes you want included in the report.
  • Show Bill write offs as fee entries: Toggle this option to on to display write-offs as part of the entry table.
  • Show responsible lawyer summary: Toggle this option to on to display a separate table showing data for responsible lawyers.
  • Show timekeeper summary: Toggle this option to on to display a separate table showing data for timekeepers.
  • Show bill type summary: Toggle this option to on to display a separate table showing data for bill type (hourly or fixed fee).
  • Show entry type summary: Toggle this option to on to display a separate table showing data for the entry type (i.e., hourly or fixed fee).
  • Show worked vs to bill summary: Toggle this option to on to include a table showing worked hours and unbilled hours along with their variances.
  • Show detail: Toggle this option to on to display detailed information about each entry.

 

Report Output 

Depending on which layout options you selected for your report, this report can include multiple tables that show data specific to that report type. Each of these tables shows billed, unbilled, and unbillable hours and their associated fees.

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