Time and Disbursement Entries Report

The Time & Disbursement Entries report allows you to view a summary of all time, fees and disbursements across the firm.

Table of Contents

• Generate the report
• How to read this report

Generate the report

1.    Select Reports from the left menu and then select Time and Disbursement Entries.

2.    Select the report period and the filters you wish to run this report with.

3.    If you plan to print the report, you can also choose components to include in the print view.

4.    Select Generate.

Filters

• Report Period - allows you to select a specific time period or run the report for all time. 
  
  
• Person Responsible - gives you the option to limit the results to a specific individual and, the Area of Law filter, allows you to limit the results to a specific area of law. 
  
  
• Type of Entries - lets you choose between time and disbursements, time only or disbursement only. 
  
  
• Matter filter - allows you to run the report for a specific matter. You can leave it unselected to run the report for all matters. 
  
  
• Show Entries List - includes a list of all individual time entries after the summary table when selected. The entries list includes date, matter, activity, subject, description (optional), hours/quantity, rate/price, billable, write-off, status and total. 
  
  
• Show Description Field - controls the inclusion of a Description column within the entries list (and is only available when the Show Entries list option is selected). 
  
  
• There is also an option to Exclude Externally Billed.

How to read this report

The Time & Disbursement Entries report displays fees for the Person Responsible listed in the report.

You may notice that there are discrepancies in figures between the Time & Disbursement Entries Report and the Income Allocation Report.   Refer to the following table, which compares the difference between both reports: