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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