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Management Reports

Aged A/R Summary Report
Budget SummariesReport
Un-billed Time Report
Un-billed Cost Report
Billed Time Report
Cost Accounting Summary
Person Work Summary
Ledger Summary
Return

Aged A/R Summary Report

The A/R Summary Report allows you to generate a report that will reflect the current Accounts Receivable for the time period specified. There are a number of ways which you may restrict and format the information on these reports. First you must Select the Ending date for which you wish to view A/R information. Next you must Select the types of information which you want displayed and how. You may choose to view Accounts in narrow or wide form, whether or not to view Accounts with a zero balance and whether you wish to view Client Subtotals. Finally you must select the manner in which you wish to search and display report information. You may constrain and sort report records by Client Matter, Responsible Attorney or Last name but you may only choose one of these options at a time for the A/R report.

Fields in the Report:
Client/Matter code
Balance Forward
Services Bill this Month
Costs Bill this Month
Accounting Adjustments
Payments
Totals of Balances due...1-30,30-60,60-90,90 days and over

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Budget Summaries

The Budget Summaries Report allows you to generate a report that will reflect the Budget Summary for the time period specified. To obtain this information you must first select the period Ending date for which you wish to view budget summary information. You may also choose whether you wish to view Client Subtotals. Finally you must select the manner in which you wish to search for report information. You may constrain and sort report records by Client Matter, Responsible Attorney or Last name but you may only choose one of these options at a time while processing the budget summaries report.

Fields in the Report: ( In hours and dollars)
Budgeted
Posted
Outstanding
Remaining Percentage
Totals

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Un-Billed Time Report

The Un-billed time Report allows you to generate a report that will reflect the Un-billed items for the time period specified. First you must Select the period ending date for which you wish to view un-billed time information. You may also choose whether you wish to view client subtotals and the page layout you want the report in. Finally you must select the manner in which you wish to search for report information. You may constrain and sort un-billed item records by Client Matter, Responsible Attorney or Last name but you may only choose one of these options at a time while processing the un billed items report.

Fields in the Report:
Client/Matter Code
Balance forward
Current Charges
Billed this month
Un-billed Balance
Aged un billed Dollar value (1-30,30-60,60-90,90 and over)
Totals

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Un-Billed Cost Report

The Un-billed Cost Report allows you to generate a report that will reflect the Un-billed Cost items for the time period specified. First you must Select the period ending date for which you wish to view un-billed time information. You may also choose whether you wish to view Client subtotals and the page layout you want the report in. Finally you must select the manner in which you wish to search and display report information. You may constrain and sort un-billed cost items records by Client Matter, Responsible Attorney or Last name but you may only choose one of these options at a time while processing the un-billed cost items report.

Fields in the Report:
Client/Matter Code
Balance forward
Current Charges
Billed this month
Unbilled Balance
Aged un billed Dollar value (1-30,30-60,60-90,90 and over)
Totals

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The Billed Time Report

The Billed Time Report allows you to generate a report that will reflect the Billed Time transactions for the period specified. There are a number of ways which you may restrict and format the information on these reports. First you must Select the date for which you wish to view Billed Time information. Next you must Select the types of information which you want displayed and how. You may choose to view Accounts in narrow or wide form, whether or not to view Accounts with a zero balance and whether you wish to view Client subtotals. Finally you must select the manner in which you wish to search and display report information. You may search for report records by Client Matter or Responsible Attorney.

Fields in the Report:
Client/Matter Code
Balance forward
Current Charges
Billed this month
Un-billed Balance
Aged un billed Dollar value (1-30,30-60,60-90,90 and over)
Totals

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Cost Account Summary

The Cost Account Summary is a report that displays the transactions and balances for Cost Accounting. You must first enter a date for the ending period of the transactions you wish to view. In this report you may choose to view the report in wide or narrow form and eliminate or include Accounts that have zero balances. You are able to search by Client/Matter/Sub Matter, Responsible Attorney or Last name.

Fields in the Report:
Client/Matter code
Previous Balance
Accounting Adjustments
Cost Payments
Cost Advances
Balance Owing
Total Advances to Date
Total Paid to Date
Totals

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Person Work Summary

The Person Work Summary report is a listing of all the work that has taken place listed by person within Client matter. You may select a range of Client/Matter/ Sub Matter issues that you wish to view the transactions for. This report includes the current months Matter billings, along with Year to Date figures, Monthly hours Billed, Actual Monies Billed, Write ups and Write downs. It may be displayed in wide or narrow format and can include/exclude sub totals figures.

Fields in the Report:
Person
Time (Incurred this Month)
Amount (Incurred this Month)
Time ( Available Y-T-D)
Amount (Available Y-T-D)
Hours Billed this Month
Hours Billed Y-T-D
Actual $ Billed this Month
Actual $ Billed Y-T-D
Write Ups this Month
Write Ups Y-T-D
Write Downs this Month
Write Downs Y-T-D
Matter Sub Totals
Client Totals

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The Ledger Summary Report

The Ledger Summary Reports is a summary of ALL Transactions and Balances having taken place for a period of time and a range of Client/Matter/Sub Matter issues. You may choose to display lines with zero amount charges, view Sub Totals or what page layout you would like to view the report in.

Fields in the Report:
Month
Service Charges
Service Payments
Service Adjustments
Service Balance
Cost Advanced
Cost Payments
Cost Adjustments
Cost Balance
Total Balance Owing
Services Paid to Date
Matter Subtotals
Totals

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