This article describes the fee allocation report.
The Fee Allocation Report displays payments and their timekeeper allocations from a specified date range. This is the most useful "KPI" (Key Performance Indicator") report in Actionstep. To see the value of collected fees by each fee earner.
|NOTE: This report currently only reports on "paid" or "collected" fees by fee earner not "billed" or "invoiced". Please raise a product feature request with our support team if you would like "billed" / "invoiced" to be an option when running this report.|
Fee allocation is reflected in the bill on the 'Fee Allocation' tab.
When a payment is received, the fee allocation amount is attributed to the designated fee earner(s). The fee allocation figures on the report reflect the allocations from bill-payment client receipts.
This is displayed on the fee allocation report as below.
Accessing the fee allocation report
The fee allocation report is located in Reports > Billing Reports.
Report Configuration Options
The Fee Allocation Report has Basic and Advanced configuration options to control and filter the display of information on the report.
Provides options for a range of dates. This will control which items are used in the report figures. The only payments that will be considered on the report are payments dated between the first and second selected dates.
There are multiple default options for date ranges which can be selected in the Period dropdown.
Uses the date picker fields to define the start and end dates of the included report items.
Month to date
From the beginning of the current month to today's date.
From the first to last day of the previous month.
This calendar year
From January 1st to December 31st of the current year.
This calendar year to date
From January 1st to the current date.
Last calendar year
From January 1st to December 31st of the previous year.
Last calendar year to date
From January 1st of the previous year to the current month and day of last year.
This financial year
From the financial year start date for your system to one year after.
This financial year to date
From the financial start date for your system to the current date.
Last financial year
From the financial start date for your system for last year one year after.
Last financial year to date
From the financial start date for your system for last year to the current month and day of the year on which that financial year ends.
Everything to date
Everything in the system to the current date.
Everything, including future-dated items, in your system.
The filters will filter down the results of the report. The filters chosen will mean that any result that does not meet those filters will be excluded.
|TIP: The filters will combine. For example, if you filter by the Matter Type 'Conveyancing' and Allocated to 'Brian Jones', only matters that are Conveyancing matters that are assigned to Brian will show.|
|Responsible lawyer||Filters report to only show information for matters where the selected user is the responsible lawyer. Multiple responsible lawyers can be selected.|
|Client||Filters report to only show information for matters where the selected contact is the client. Multiple clients can be selected.|
|Matter||Filters the report to only display information from the selected matter(s).|
|Matter type||Filters report to only show information for matters of the selected type(s).|
|Invoice Number(s)||Allows a specific invoice to be designated for report information. Only information from the selected invoice will be included in the report results.|
|Allocated to||Allows a specific allocation recipient to be designated for report information. Only information from the selected allocation recipient will be included in the report results.|
The Layout options set how the report will display the information within it.
|Show detail||Controls the display of specific payment and allocation details. Without the 'Show detail' toggle set to 'On,' only summary tables can be displayed.|
|Show matter type summary|
When this option is selected, a table is displayed that sums fees, expenses, and totals per matter type.
|Show responsible lawyer summary|
When this option is selected, a table is displayed that sums fees, expenses, and totals per responsible lawyer.
|Show allocated to summary|
When this option is selected, a table is displayed that sums fees, expenses, and totals per fee earner (based on fee allocation).
|Show client summary|
When this option is selected, a table is displayed that sums fees, expenses, and totals per client.
|Group by detail|
This option allows the detailed tables can be grouped by the following:
A table is displayed for each fee earner.
A table is displayed for each date in the designated Period.
A table is displayed for each deposit.
A table is displayed for each matter.
A table is displayed for each matter type.
A table is displayed for each responsible lawyer.
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.|
|This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.|
Save XLSX file to a matter
After you have selected to run the report in MS Excel you can choose to save the XLSX file directly to a matter using this button.
Save PDF file to a matter
After you have selected to run the report in PDF you can choose to save the PDF directly to a matter using this button.