Timekeeper Reports

Brief Accounting has a number of Timekeeper Reports that provide detail on Timekeepers' hours and billing.

To access the reports, select the Reports menu > Timekeeper option.

A list of available report is displayed:

The various Reports can be printed to Screen, PDF, Printer and File.

Printing to File allows the report to be opened using Excel and will provide a greater level of detail than the reports printed to Screen, PDF or Printer.

The available reports are summarized below:

Imported Documents:

This reports lists the Documents (general slips files) that have been imported into Brief Accounting. It details:

• the date of import
• the user who imported the files
• the document name that was imported

Generally the imports are slips exported from Brief EnCounter or disbursement slips from a copy tracking application such as Equitrac.

Timekeeper Calendar:

The Timekeeper Calendar displays Billable, Non-billable and total hours worked for each Timekeeper over a date range that is defined when generating the report.

Hours Worked Report:

This lists the hours worked (both Billable and Non-Billable) for individual Timekeepers (or can be run for all Timekeepers). The date range of the report is defined when generating the report.

The report also shows Accounts Receivable information*:

• A/R hours billed
• A/R fees billed
• A/R fees received (based on the Payment allocation of the receipts)
• A/R hours received (based on the Payment allocation of the receipts)

* The A/R information is based on the Invoice and Payment Dates (not on the date of the individual slips that make up the invoices).

List of Slips Entered:

This report details a list of all slips entered into (or imported into) Brief Accounting.

It can be filtered to include detail such as:

• Date Range of Slips
• Individual Timekeeper (or All)
• Time or Disbursement slips (or both)
• Billable, Non-Billable, or Already billed slips (or All)

Summary Reports:

The Summary Reports can be run by:

• Biller
• Responsible Attorney
• Introducing Attorney

These can be run for a one month period at a time.

The reports lists:

• T&B Hours MTD Billable & Non-Billable (based on date of slips)
• T&B Hours YTD Billable & Non-Billable (based on date of slips)
• T&B Dollars Unbilled (based on date of slips)
• A/R Fees Billed MTD and YTD (based on invoice date - invoice may include slips dated prior to reporting period)
• A/R Fees Collected MTD and YTD (Based on receipt date. This is Fees portion of receipts based on payment allocation.)