Billing Rate Reports

There are a number of rates reports that summarize the rate information for Timekeepers, Matters and Clients:

Staff Billing Rates Report

Reports menu > Timekeeper Option

Select Staff Billing Rates and click OK:

This reports lists for each Timekeeper:

• the Staff Rates that have been assigned to the Timekeeper
• the hourly amount of each Staff Rate
• the Billing Position (used for Position Rates billing only)

Billing Rates Assigned to Each Matter:

Reports menu > Clients option

Select Billing Rates Report and click Print:

Filter as necessary on the subsequent screen or leave the defaults.

This reports lists all Clients and individual Matters belong to each client.

The report indicates:

• whether each client uses Client based or Mater based Staff Rates
• the Staff Rate assigned to each matter
• the Position Rate for each position that is assigned a rate for the matter

Matters Assigned to Each Billing Rate:

Reports menu > Clients option

Select Rates by Rate Report and click Print:

Filter as necessary on the subsequent screen or leave the defaults.

This report lists:

• For each Staff Rate code, the matters that use that code for billing
• For each Billing Position, the matters that use that position for Position based billing