Learn how to use the Unbilled Time & Disbursements - Summary and the Unbilled Time & Disbursements - Details reports to identify unbilled items and create invoices from them.
Table of Contents
Unbilled Time & Disbursements - Summary
The Unbilled Time & Disbursement – Summary report provides a summary of unbilled time, fees and disbursements during a selected time period.
It is important to note that the summary only includes Time, Fee, and Disbursement entries that are currently unbilled.
Filters
| Filter Name | Description |
| Report Period | Allows you to run the report for either all time or a custom range. |
| Date From and Date To | Allows you to choose a specific date range (these filters are ignored when the Report Period filter is set to All Time). The filters are only applied to the Time, Fee and Disbursement dates when the Report Period filter is set to Custom Range. |
| Run By and Subtotal By | Gives you the ability to run and subtotal the report by a number of different categories. Whatever is selected in the Run By filter will be the first column on the report, and whatever is selected in the Subtotal By filter will be the second column on the report. |
| Show Percentage | Gives you the option to include a percentage column next to each value column (Hours % will be added next to Hours, Fees % will be added next to Fees, etc.). These percentage columns show how much of the total is comprised of the value on a particular row. For example, Timekeeper A’s 90 unbilled hours this month comprise 30% of all unbilled hours this month. |
Unbilled Time & Disbursements - Details
The Unbilled Time & Disbursement – Details report shows unbilled time, fee and disbursement entries during a selected time period. It includes the date, matter, client, timekeeper, subject, description, entry type, if the entry is on a draft invoice, if it’s billable, if it’s been written off, hours/quantity, rate and total for all entries.
It is important to note that the summary only includes Time, Fee, and Disbursement entries that are currently unbilled.
Filters
| Filter Name | Description |
| Report Period | Allows you to run the report for either all time or a custom range. |
| Date From and Date To | Allows you to choose a specific date range (these filters are ignored when the Report Period filter is set to All Time). The filters are only applied to the Time, Fee and Disbursement dates when the Report Period filter is set to Custom Range. |
| Run By and Subtotal By | Gives you the ability to run and subtotal the report by a number of different categories. |
| Included Columns | Gives you the power to control which columns are included in the report. The following columns are not included by default but can be added via this filter: Matter Type, Matter Description, Person Responsible, Person Assisting, Introducer, Activity, Task and Trust Balance. |
| Timekeeper, Person Responsible, and Introducer | Gives you the option to limit the results to specific individuals. The report also has filters for Entry Type, Include Non-billable, Include GST and Matter Status. |
| Client Search and Client | Allows you to run the report for a specific client. You can type the name of a client in the Client Search box and then the Client filter dropdown list will be updated with a list of clients that match your search. Select a client from the dropdown then run the report to see results for that specific client. The Client and Matter filters are connected. If you select a client in the Client filter, the Matter filter will be updated to show all of that client’s matters. |
| Matter Search and Matter | Allows you to run the report for a specific client. You can type the name of a matter in the Matter Search box, and then the Matter filter dropdown list will be updated with a list of matters that match your search. Select a matter from the dropdown then run the report to see results for that specific matter. The Client and Matter filters are connected. If you select a client in the Client filter, the Matter filter will be updated to show all of that client’s matters. |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article