The information in this article applies to Acumen, a Practice Management add-on that provides enhanced reporting dashboards for your firm. To learn more, please contact your customer success manager or your account representative.
This product is currently in early access.
This product is currently in early access.
To access the Fee Earner dashboard:
- In Practice Management, go to Insights > Dashboards & Reports. The Business Intelligence page appears.
- Select Fee Earner from the list of options on the left side of the page. The Fee Earner dashboard is displayed.
The Outstanding Fees card on the Fee Earner dashboard shows the total amount of unpaid fees (excluding taxes and disbursements) currently due at the selected point in time, which helps provide visibility into the impact of your own receivables.
This figure reflects the balance as of today and does not change when you adjust the date filters.
Clicking this card displays the Outstanding Fees Report. This report shows each invoice on its own row.
Outstanding Fees Report Details
This report includes the following information:
- Invoice No: Shows invoice number.
- Invoice Date: Shows the date of the invoice.
- Invoice Due Date: Shows the due date for the invoice.
- Matter ID: Shows the matter ID.
- Matter Name: Shows the name of the matter.
- Clients: Shows the name or names of the clients associated with the matter.
- Matter Type: Shows the matter type.
- Assigned Lawyer: Shows the name of the person who is responsible for the overall outcome of the case. (See Understanding the ‘Responsible Lawyer’ Role in Actionstep Billing to learn more.)
- Matter Status: Shows the status of the matter: active, inactive, or closed.
- Days Outstanding: Shows the calculation of days between the invoice due date and today's date. This will be blank if today's date is within this date range.
- Aging Bucket: Shows the period of aging (e.g., Current, 30-60 days, 60-90 days, 90+ days).
- Outstanding Fees: Shows the total amount of outstanding fees.
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