Bill Entity Address Listing

The Bill Entity Address Listing screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description

The Bill Entity Address Listing can be generated for a user specified range of Bill Entities, Address Types, Phone/Fax Types, Email Types, and Dates. The user also has the option to include/exclude Bill Entities whose files have been closed, Bill Entities with inactive relationships with Clients, and Bill Entities associated with Closed Matters. The report contents can be sorted either by Bill Entity Number (i.e. Numerically) or by Bill Entity Name (i.e. Alphabetically).

Report details include the following: Bill Entity Number and Name, Date Opened, Date Closed, Address, Address Type, Phone/Fax Numbers, Email Address, Client Number and Name, Matter Number and Name, Percentage (i.e. the percentage of all Bills for this Client that the current Bill Entity is responsible for), and Effective Date.

User Parameters

User Parameters

Bill Entity Number X to X
The user must select the unique identifiers to define the range of Bill Entities for whom the report will be generated. The user also has the option to manually enter the unique identifiers of the Bill Entities. These fields default to the first and last possible Bill Entities (i.e. by default, all Bill Entities will be included in the report).

Address Type
The user must select the range of Address Types (i.e. Home Address, Business Address, Alternate Address, etc) to be included in the report. Only Addresses of the selected type(s) will be displayed in the report contents. These fields default to the first and last Address Types in the list.

Phone/Fax Type
The user must select the range of Phone and/or Fax Types (i.e. Home Number, Business Number, Cell Number, etc) to be included in the report. Only Phone or Fax Numbers of the selected type(s) will be displayed in the report contents. These fields default to the first and last Phone/Fax Types in the list.

Email Type
The user must select the range of Email Address Types (i.e. Home Email Address, Business Email Address, Alternate Email Address, etc) to be included in the report. Only Email Addresses of the selected type(s) will be displayed in the report contents. These fields default to the first and last Email Address Types in the list.

Effective Date
The user must enter the range of Dates for which Address, Phone/Fax Number, and Email Addresses will be displayed (i.e. only address effective within this range of dates will be displayed in the report). These fields default to the current system date.

Include Closed Bill Entity
To include all Bill Entities in the report (i.e. both Open and Closed), the user must select the "Y" (Yes) option from the drop-down list provided. To include only those Bill entities with Open files, the user must select the "N" (No) option from the drop-down list provided. The user also has the option to manually enter either "Y" or "N". This field defaults to the "N" option.

Include Inactive Bill Entity Relationship
To include all Bill Entities in the report (i.e. regardless of whether or not they currently have active Billing relationships with Clients), the user must select the "Y" (Yes) option from the drop-down list provided. To include only those Bill entities that currently have active Billing relationships with Clients, the user must select the "N" (No) option from the drop-down list provided. The user also has the option to manually enter either "Y" or "N". This field defaults to the "N" option.

Include Closed Matters
To include all Matters in the report (i.e. both Open and Closed), the user must select the "Y" (Yes) option from the drop-down list provided. To include only Open Matters in the report, the user must select the "N" (No) option from the drop-down list provided. The user also has the option to manually enter either "Y" or "N". This field defaults to the "N" option.

Sort Order
From the list provided, the user must select the way in which the report information will be sorted. Valid options are by Bill Entity Number or by Bill Entity Name Number. This field defaults to the Bill Entity Number option.