The Fee Allocation Per Payment Report displays payments from a specified date range and is a useful report to see the value of collected fees by each fee earner.
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 per payment report as below.
Note: This report illustrates breakdown of fees by fee earner in relation to paid invoices ONLY. If you prefer to view this report showing a breakdown of fees by fee earner in relation to invoiced fees please go to the Fee Allocation by Invoice article found here: Fee Allocation Per Invoice Report
Accessing the Report
To find the Fee Allocation Per Invoice Report go to Reports > Billing Reports > Fee Allocation Per Invoice Report.
The Fee Allocation Per Invoice Report has Basic and Advanced configuration options to control and filter the information displayed on the report.
|Period||Provides options for a range of dates. This will control which items are used in the report figures.|
|Currency code||Select the currency you wish to see the results for.|
|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.|
|Fee earner||Allows you to narrow down the report to show a specific fee earner or leave at default to show All fee earners.|
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 fee earner 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 detail by - Allows the report to be grouped by Invoice date, Fee earner, matter, matter type or 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.|
|MS Excel||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.TIP - Sometimes the PDF viewer will display over this option on your screen, to see the option to save to a matter close the preview screen.|
Was this article helpful?
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
We appreciate your effort and will try to fix the article