Fee Earner - Payment Allocation Report

In this article:

• Brief Description  
• Use Cases 
• Finding and Using the Report
• Available Filters
• Report Output

Brief Description  

This report shows a breakdown of each fee earner's paid fees for the period selected. It can also show adjustments/discounts (Non-Task Items) and gives a summary at the end of the total collected fees per fee earner for the time frame selected, the percentage of fees that have been paid in relation to the dates provided, and the total payment amount.  

Use Cases 

This report is useful where you have fee earners who receive a split of the fee charged.   

In instances where a single party is allocated a split fee based on all the fees received (for example, the partner allocated to the matter), it is best to add this person as the salesperson on the invoice. This shows the salesperson as the group in this report, and would also show every line of time and the owner of that time.   

This report cannot be filtered by matter but you can export the report to excel for further analysis if required.   

Finding and Using the Report

• In Actionstep, go to Reports > Matter Reports > Fee Earners.

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

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters

• Fee Earner: Enter the name of the fee earner (or the time keeper of any time entries against a paid invoice). You can add multiple contacts to this filter.   
• Sales Person: Enter the name of the salesperson (or the person who created the invoice).    
• Invoices For: Enter the name of the client who the invoice was created for.    
• Currency: Choose the currency you want the report generated in. Options are only displayed if you have multi-currency enabled. Otherwise your system currency will be displayed.   
• Invoice Layout: Choose one of the following:   
  • Group by Invoice Line Item shows each line item in an invoice for every time entry.    
  • Group by Invoice groups each line by invoice not by each time entry within an invoice.     
• Fee Earner Layout: Choose one of the following:   
  • Group by Fee Earner shows each fee earner's summary.   
  • Include Fee Earner as column shows one report with a column for each fee earner.   
• Credits Payments: Choose from the following:   
  • Included will include credit notes and applied credit notes to invoices.   
  • Excluded will not include any credit notes or credit notes applied to invoices.   
• Additional columns: Choose from the following:       
  • Default Columns excludes payment transaction numbers and participants IDs.   
  • Include payment TX and Participant ID Columns displays these columns in the final report.   
• Amounts: Amounts can be shown as GST Inclusive or GST Exclusive.   
• Exclude write-offs: If selected, write-offs will not be included in the report.   
• Show adjustments as separate lines: If selected, this will show any discounts/adjustments as separate "Non-Task Items" on the report.   
• Date Range: Enter the start and end dates in relation to payments against invoices.    

Report Output

• Inv #: Shows the unique reference of the invoice.   
• Inv For: Shows the customer who has been invoiced.   
• Sales Person: Shows the person who generated the invoice.   
• Matter ID: Shows the unique reference of the matter.    
• Matter Name: Shows the name of the matter.    
• File Ref: Shows the alternative matter reference.   
• Description: Shows the description of time entry included on the invoice.   
• Inv Date: Shows the date of the invoice.   
• Payment Date: Shows the date the payment was made against the invoice.   
• Item Amt: Shows the amount of invoice or time entry (depending on view used).  
• Paid: Shows the percentage of invoice/time entry that was paid.