Matter Overview Panel Explanations

Created by Kylie Mitchell, Modified on Thu, 19 Jan 2023 at 04:13 PM by Robert Butler

There are a number of different panels that you can configure to appear on the overview screen of your Actions. We list some and what information they display below.


Custom Data Panels

As well as having standard panels to display information about the Matter you can choose to display the information that has been entered against an Actions Custom Data Collection. This will basically show the data fields and the values from the data collection how ever it has been configured.


Accounting Panels


Panel Name
Description
Action Ledger
This shows ledger for the Action. It will detail the total Income and expenses and their net value. It will also show the percentage of any markup or Margin added to these. It breaks down the amounts by quotes, order and Actual so that you can compare what you have budgeted (quoted for a Matter compared to what it has cost or earned you.
Sales Opportunity
This screen summaries the information entered into the Sales Opportunity screen. It is designed to show you the information relevant to your sales pipeline.  

It will display what is the expected sale amount is for this Action and the probability that the sale will take place and the expected sales date. It will also display the sales quote you have generated and linked in the Sales Opportunity screen. Lastly it will also show you the marketing activity that brought about this sale or potential sale (learn more about how Actionstep can help you track your marketing activities here: Marketing)

At the bottom of the Sales Opportunity panel is a link that you can click on to open the Action's Sales Opportunity page (normally accessed under the Action's Accounting menu)


Sales Opportunity Payment
This will show Scheduled Payments as entered into the Sales Opportunity screen. These will also be highlighted as to whether the payment has been invoiced and or paid or if a payment is overdue. Clicking on the invoice listed will open that invoice in a new tab.

At the bottom of the Sales Opportunity Payment panel is a link that you can click on to open the Action's Sales Opportunity page (normally accessed under the Action's Accounting menu).

Expense Summary
Similar to the Billing Summary panel but showing details about the expense or supplier transactions you have entered against this Action.

This panel will show you all the Supplier Quotes, Invoices and Orders that are loaded against the Action to allow you to see at a glance the cost you have incurred for this matter (and those that are yet to be incurred). Click on any of the transactions names to open them.

At the bottom of the Expense Summary panel you will find links for all three transaction types (Quotes, Invoices and Orders) which will take you to a list of those particular transactions (normally accessed under the Action's Accounting menu).


Receipts & Disbursements
This shows all invoices once paid and any client receipts or general retainer applied. The invoice and tax amounts are displayed in green(Disbursements) and the payments are displayed in red (receipts).

 

Note: Trust payments are not included in this panel.


Billing Summary
Similar to the Expense Summary panel but showing details about the sales or billing transactions you have entered against this Action.

This panel will show you all the Sales Quotes, Invoices and Orders that are loaded against the Action to allow you to see at a glance the income you should receive (or will receive) for this matter. Click on any of the transactions names to open them.

At the bottom of the Billing Summary panel you will find links for all three transaction types (Quotes, Invoices and Orders) which will take you to a list of those particular transactions (normally accessed under the Action's Accounting menu).




Time Billing Panels


Panel Name
Description
Time Billing Disbursement
This shows all disbursements that are waiting to be billed for this matter. If any disbursements are not billable (which does not happen often) then they will not show on this panel.

The link at the bottom of the page will take you straight to the Matter Disbursements screen


Time Billing Invoice History
This will summarize of the invoices generated for this matter that are either Open, Draft or Closed that were created through Matter Billing. Neither will invoices that you have created manually (not by converting time and WIP into an invoice).

Each invoice's name, number, date opened and status will appear in blue. Clicking on this will open the invoice in question on a new tab.

The link at the bottom of the page will take you straight to the Billing a Single Matter.


Time Billing Summary
This will summaries the time that is loaded against this matter. It will break it down into Non-Billable, Un-Invoiced and Invoiced time showing you the number of tasks (time record entries) and disbursements, the Actual and Billable hours and the total amount for each.

The link at the bottom of the page will take you straight to the Billing a Single Matter.


Time Billing To Invoice
This shows all the time records that have been loaded to the matter that are not yet billed.

The link at the bottom of the page will take you straight to the Billing a Single Matter.




Messaging


Panel Name
Description
Recent Email
This will show the most recent emails that have been received into and sent from this matter. The most recent 5 emails allocated to the matter based on date will be displayed. The panel shows who the email was sent to, the first few characters of the subject line and the date of the email.

You can click the link at the bottom View full emails list to be able to see all emails. By default this link will take you to the inbox for that matter.

The Panel will show draft emails first, then emails in the inbox and sent box ordered by date. If the email is a draft the To email address that displays will be in bold.




General


Panel Name
Description
Recent File Notes
This will show the five most recent file notes recorded against this matter. The image of the user will appear beside the note and each note will be titled with the person who recorded the note and the date they recorded it.

There are links on the bottom of the panel to create a new file note for the matter or to view the File Notes.


Parties
This panel shows all the parties assigned to the matter. This is a simple view, showing only the name of the contact to the left and the role or party they have been assigned to the right. See the Parties (detailed) panel for options where more of the contacts details are displayed.

If you hover your cursor over any particular name you will see further details of that contact including any Custom Participant Data that you have saved against the contact that is specific to the role they have been assigned on this matter (if they are a contact loaded as a "client" party then only the custom data under "client" will be displayed).

On the extra information dialogue that appears when you hover over the name you can click on the email address to open a blank email to be sent to that contact. You can also click the Edit Data link at the bottom of the dialogue to be able to edit the Custom Participant Data displayed on that panel. Please note that updating this will only update the data stored against this matter, not the data stored against the contact record.

You can click on the name of any contact to open their contact record in Actionstep and you can click the Full Parties List link at the bottom of the screen to be able to see Action Parties screens.


Parties (detailed)
Similar to the Parties panel (above). This will show all the parties assigned to the matter with more of the contact details for those parties displayed. The extra details are the contact records phone number and physical address. 

If you hover your cursor over any particular name you will see further details of that contact including any Custom Participant Data that you have saved against the contact that is specific to the role they have been assigned on this matter (if they are a contact loaded as a "client" party then only the custom data under "client" will be displayed).

On the extra information dialogue that appears when you hover over the name you can click on the email address to open a blank email to be sent to that contact. You can also click the Edit Data link at the bottom of the dialogue to be able to edit the Custom Participant Data displayed on that panel. Please note that updating this will only update the data stored against this matter, not the data stored against the contact record.

You can click on the name of any contact to open their contact record in Actionstep and you can click the Full Parties List link at the bottom of the screen to be able to see Action Parties screens.


Progress
This is a panel to give you an indication of how far through your step tree you are. It assumes you will follow the standard process of steps and gives you an indication of how close you would be to the last step. For instance if your Matter has 5 steps and you are on the second step you are on the second to last step you will be 80% through the matter. The start step is not factored into this calculation so if you are on the first step in your matter you will be at 0%.
Recent Documents
This will show the ten most recent documents for this matter based on when they were last modified. The panel shows the document name, its size and when it was last modified.

You can click on any document name or files size to download a copy of that document. Clicking the View Documents Screen link at the bottom of the panel will take you to the Matters Document screen.


Incomplete Tasks

This panel will show any tasks for this matter that are yet to be completed. The tasks shown will be for all users. The panel will show the name or title of the task and when it is due.

Clicking on the name of the task will open it for you to alter it further. Clicking the View full tasks List link at the bottom of the panel will open up a list of all the tasks assigned to that matter.






Related Articles: