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Cost Recovery Listing Report

  • 19/09/2023
  • Knowledge

How To
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Location: LEAP Menu > Accounting > under Office Accounting > Cost Recoveries > Search > User-added image.

Purpose: This report is a printout of the results of the firm-wide search screen for cost recoveries. It is designed to facilitate the tracking of cost recoveries dated within the selected period. It offers the convenience of filtering results based on Billing Status, Recovery Code, Matter and Staff.

 
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  • This report is only available via the Cost Recovery Window and is a print-out only report. 

  • Within the Cost Recoveries Window, start by applying your preferred filters and then click on Search to display the relevant cost recoveries. For the next step, click on  User-added image  located in the upper-left corner of the Window to generate the report. 

Filters:

Status  Filter the entries by:
  • All: Displays cost recoveries of any Billing Status (excluding Deleted).
  • Billable - All: Displays cost recoveries of the status Billable - Next Invoice or Billable - Later Invoice.
  • Billable - Next Invoice: Displays cost recoveries of the status Billable - Next Invoice. 
  • Billable - Later Invoice: Displays Cost Recoveries of the status Billable - Later Invoice.
  • Not Billable: Displays cost recoveries of the status Not Billable.
  • Billed - All: Displays all Billed cost recoveries.
  • Deleted: Displays all Deleted cost recoveries.
MatterDisplays Cost Recoveries relating to only the selected Matter. This field can be left blank to display entries from all matters.
Recovery CodeDisplays Cost Recoveries to which only the selected Recover Code has been applied. This field can be left blank to display entries with all Recovery Codes. 
Staff Displays Cost Recoveries created by only the selected Staff member. This field can be left blank to display entries created by all Staff.
Date Range Filter the entries by:
  • All: Displays all Cost Recoveries created. 
  • Date Range: Displays Cost Recoveries dated within the selected date range.
Note that this filter operates based on the Date entered in the respective Cost Recovery window. 
Inc. taxThe checkbox enables the display of the Amount either inclusive or exclusive of tax.

Report Fields:

Date The Date for the Cost Recovery.
Transaction No.The Cost Recovery number (Recovery No.).
Matter The Matter the Cost Recovery has been created on/ is attached to.
ClientThe Client on the Matter the Cost Recovery is attached to.
Status The Billing status of the Cost Recovery.
Description The Billing Description of the Cost Recovery.
Staff The Staff Member who created the Cost Recovery (This may not be the Acting staff on the Matter).
QtyThe Quantity listed on the Cost Recovery.
AmountThe Amount of each Cost Recovery.

Note that the Amount is either inclusive or exclusive of tax, depending on whether you tick the Inc. tax checkbox in the Cost Recoveries Window before generating the report. 

Example:
User-added image

 

Last Modified Date
19/09/2023 6:11 pm
Title
Cost Recovery Listing Report
URL Name
Cost-Recovery-Listing-Report-NZ

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Cost Recovery Listing Report