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:

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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)

 

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Billing Rates Assigned to Each Matter:

Reports menu > Clients option

Select Billing Rates Report and click Print:

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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:

Screen_Shot_2018-10-03_at_12.46.23_PM.png

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

 

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