Quarterly Billings and Receipts Report

The Quarterly Billings and Receipts Report 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 Quarterly Billings and Receipts Report can be generated in two different formats: by range of Timekeepers or by Office and Department. The report is also produced based on a user specified Fiscal Year. The report displays quarterly Fees Billed and Fees Received per Working Timekeeper for the specified Fiscal Year. The Percentage displayed represents the amount of Fees Received against the amount of Fees Billed.

User Parameters

Report By
From the list provided, the user must select the format in which the report will be produced. Valid options are by Timekeeper or by Office and Department. The user also has the option to manually enter their Report By selection. If the user selects the Timekeeper option, the must continue to the Timekeeper section of the screen (i.e. Timekeeper X to X); if the user selects the Office and Department option, they must continue to the Office Department section of the screen (i.e. Office X, and Department X to X). This field defaults to the Timekeeper option.

Timekeeper X to X
From the lists provided, the user must select the range of Timekeepers for which the report will be produced. The user also has the option to manually enter the unique identifiers of the Timekeepers. These fields default to the first and last Timekeepers in the list (i.e. by default, all Timekeepers will be included in the report).

Office
From the list provided, the user must select the Office for which the report will be produced. The user also has the option to manually enter the unique identifier of the Office. This field defaults to the Select All option (i.e. by default, all Offices will be included in the report).

Department X to X
From the lists provided, the user must select the range of Departments for which the report will be produced. The user also has the option to manually enter the unique identifiers of the Departments. These fields default to the first and last Departments in the list (i.e. by default, all Departments within the selected Office(s) will be included in the report).

Fiscal Year
the user must manually enter the Fiscal Year for which the report will be produced. This field defaults to the current Fiscal Year.