Allocations / Amount Billed by Attorney

Hello,

I am trying to generate a report after we finish our billing each month. I need the report to show the $ amount to be allocated to each timekeeper per Client.Project for all Client.Projects that have a balance due. That is, I need a report that shows how much each attorney/timekeeper is due for each Client.Project we have billed for. 

I only seem to be able to generate a Timekeeper Collection report for payments received, not payments due. 

Any thoughts?

Thank you!

Parents
  • 0

    The definition of a collections report is money collected. If you haven't been paid you haven't collected. Many firms don't pay until collected in case clients complain and amounts are written off.

    I would probably look at a slip totals by period or a slip summary report. You should be able to filter for billed on invoice date and get the information you are looking for.

Reply
  • 0

    The definition of a collections report is money collected. If you haven't been paid you haven't collected. Many firms don't pay until collected in case clients complain and amounts are written off.

    I would probably look at a slip totals by period or a slip summary report. You should be able to filter for billed on invoice date and get the information you are looking for.

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