Un-Invoiced Billable Hours Report

In this article:

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

Brief Description  

Lists tasks or time records that are billable but which have not yet been invoiced.  

Use Cases 

The report can be used to show both outstanding hours and disbursements. It is similar to the Matter/Action Billing list but can be grouped by participant (being the timekeeper) to encourage billing.  

Finding and Using the Report

• In Actionstep, go to Reports > Matter Reports > Matter Financial.

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

• Timekeeper: Search for and select the timekeeper's names you want to report on. You can select multiple timekeepers. (Click in the drop-down list at the bottom of the box and enter part of the name you're searching for.)
• Sort order: Choose how data in the report will be sorted (i.e., which column will determine how information is presented).
• Show Disbursements: Select this option to include a column for Billable Hours Value and Disbursement Value in the report.
• Group by Timekeeper: Select this option to group tasks/time records by timekeeper name.

Report Output

• Timekeeper: Shows the name of the timekeepers listed in the report.    
• Show Disbursements: Indicates whether the report includes disbursements.
• Group by Timekeeper: Indicates whether the report is grouped by timekeepers.
• Matter ID: Lists the matter ID. You can click this link to view the matter.
• Matter Type: Shows the matter type.
• Primary Participant: Shows the name of the primary participant. 
• Matter Name: Shows the name of the matter.
• Current Step: Shows which workflow step the matter is currently on.
• Billable Hours: Shows the number of billable hours.
• Billable Hours Value: Shows the number of billable values multiplied by the timekeeper's rate.
• Disbursement Value: Shows the monetary amount of expenses (disbursements).
• Total Value: Lists the sum (total) value of billable hours value + disbursement value.

Additional Notes

This report has no date parameters. The data represents what is available at the time the report is generated.