Time and Fee Report

The Time and Fee 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 Time and Fee Report is generated based on a user selected range of Offices, Departments, and Timekeepers, and for a specific Accounting Period. Information is grouped by Office/Department, and for each Timekeeper within the selected criteria range, the report displays the following: Month to Date Billable Hours, Year To Date Billable Hours, Year to Date Hours Billed, Year to Date Fees Billed, Year to Date Variance, Year to Date Fees Received, Effective Rate, Net Yield Rate, Unbilled Fees, and Unbilled Disbursements. Totals are displayed per Department, per Office, and for the report as a whole.

User Parameters

Office
From the list provided, the user must select the Office for which the report will be produced. The names of all Offices associated with your Firm will be displayed in the list. To include all Offices in the report, the user must select the "Select All" option. This field defaults to the Select All option.

Start Department, End Department
From the lists provided, the user must select the range of Departments to be included in the report. The names of all Departments associated with your Firm will be displayed in the list. The user also has the option to manually enter the unique identifiers of the Departments. To include all Departments in the report, the user must select the "Select All" option in both fields. These fields default to the Select All option.

Start Timekeeper, End Timekeeper
From the lists provided, the user must select the range of Timekeepers for whom the report will be produced. The user also has the option to manually enter the unique identifiers for the Timekeepers. These fields default to the first and last Timekeepers in the list.

Accounting Month
From the list provided, the user must select the Accounting Month for which the report will be produced. The user also has the option to manually enter the Accounting Month. This field defaults to the current Accounting Month.

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

Sort Order
From the list provided, the user must select the order in which the report contents will be sorted and displayed. Valid options are by Office and by Timekeeper. This field defaults to the Office option.