Income Split Report

Modified on Tue, 1 Apr at 11:55 AM

CAUTION:  This report worked best with legacy or classic versions of Actionstep Accounting, which is no longer supported or used in Actionstep.

In this article:




Brief Description  

This report covers how income is split either by invoice or by WIP.

 



Finding and Using the Report

  • In Actionstep, go to Reports > Accounting Reports > General.


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




Available Filters

  • Period start and end dates
  • Tax
  • Participants
  • Matter ID(s)  
  • Role(s)




Report Output

Split 

  • Matter ID 
  • Matter Name
  • Invoice #
  • Invoice For
  • Role
  • Split %
  • Invoiced Incl or Excl
  • Receipted Incl or Excl


Totals by Participant 

  • Participant
  • Invoiced Incl or Excl
  • Receipted Incl or Excl



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