Displays featured transactions that occurred within the chosen date range.

NOTE: Date range should be less than one year.

Attribute Work to 

Consists of three filters that work together to refine results, displaying only those relevant to the selected staff members in their specified capacity.

1. Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members.

NOTE: A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members).

2. Attribute Work To: Directs the report to calculate and display figures against:

• Staff Responsible: The Staff responsible on the matter.
• Staff Acting: The Staff Acting on the matter.
• Staff Assisting: The Staff Assisting on the matter.
• Credit: The Staff member credited for the matter.
• Staff: The Staff member who contributed to the professional fees (i.e., as a Contributor) in this report.

NOTE: A Staff member becomes a Contributor by:

• Their name being selected for the professional fee entries, or
• Fee reallocation to them on a finalised invoice, with the reallocated amount captured within the 'Invoice Adjustment Notes' column.

3. Staff: Provides a staff list to select from, allowing users to filter by those to whom the work has been attributed.

NOTE: When you change the selection for Inc Inactive Staff (from Yes to No or vice versa), the Staff dropdown list will be updated accordingly.

 Displays results based on the selected Reporting Groups.

• You can Select all or choose certain Reporting Group(s).
• Matters that have not been assigned to any Reporting Group are placed within 'unassigned'.
• Refer to this article for instructions on Reporting Groups (under 'Reporting Groups').

Consists of two filters:

1. Expand Row Groups:

Yes: With this option, all row groups will be expanded, giving the full details, including the Matter No. and Client associated with the relevant invoice.

No: With this option, the Matter No. and Client associated with the relevant invoice are not displayed.

2. Group By:

Offers the following grouping options:

• None: No additional grouping is applied. However, default grouping may still occur based on the selected work attribution:
  • If Attribute Work to is set to Staff Responsible, Staff Acting, Staff Assisting or Credit (rather than Staff), the report will automatically group the results by the selected Staff type. When fully expanded, it will provide a Contributor breakdown under the grouping Staff member and further a matter breakdown under each Contributor, as shown below.
  • If Attribute Work to is set to Staff, no default grouping is applied. The report will list individual Contributors and provide a matter breakdown under each Contributor.

• Reporting Group: Applies higher-level grouping by Reporting Group.

The amount of professional fees  (including those with the status 'Not Billable') recorded within the specified date range, based on transaction date.

The amount of professional fee entries invoiced within the selected date range, based on the invoice transaction date.

NOTE:

• This field only considers finalised invoices.
• It is calculated based on the professional fee entry's original amount (i.e. the amount that appears in the professional fee window), not their billed amount.

• If there is a variance between 'Fee Invoiced' and 'Final Invoiced Amt', the variance arises from fee altering before finalising an invoice.
• Please refer to this article for instructions on altering fees (located under 'Additional Options').

Professional fees receipted within the selected date range, based on receipting date.

NOTE: Only receipts allocated within the specified date range will be captured.