Displays fee earner information relevant to the specified date range.

NOTE: Depending on the section, the report may show data for the entire period from 'Start Date' to 'End Date', or for a specific cutoff date ('End Date'). 

Consists of 3 filters:

1. Include Inactive Staff: 

   Provides an option to include or exclude inactive staff members in the 'Staff' drop-down list. NOTE: Inactive staff refers to staff members whose 'Current Staff Member' option is toggled off in the Staff Details window under Application Settings.

2. Staff Type:

   Provides an overview of the selected staff member's fee earning performance in one of the following capacities: 

   • Staff Responsible: Assisting in evaluating the selected staff member's performance in overseeing and managing matters. 

   • Staff Acting: Assisting in evaluating the selected staff member's performance in executing matters. 

   • Credit: Assisting in evaluating the selected staff member's performance in business development and client acquisition.

3. Staff: Allows users to select the staff member to report on from the 'Staff' drop-down list. 

Allows users to multiple select from a list of sections for report customisation: 

• Overview
• New Clients
• New Matters
• Top Clients
• Top Fees Billed
• Top Exposure
• Matters by Matter Type
• Fees Current Financial Year vs Last Financial Year by Matter
• Fees Performance Summary FYTD by Matter. 
• Fees Current Financial Year vs Last Financial Year Recorded for Staff
• Fees Performance Summary FYTD Recorded for Staff
• Budget Comparison FYTD Recorded for Staff
• Top Trust To Office Transfer Availability
• Top Aged WIP Recorded for Staff
• Top Aged WIP by Matter
• Top Aged Disbursements by Matter
• Top Aged Debtors by Matter
• Top Controlled Money Balance 

NOTE: 

The above sections are grouped under the following categories:

• Matters & Clients
• Exposure
• Fees
• Trust to Office Transfer
• Aged
• Interest Bearing Deposit

Allows users to specify the number of top items to display for ranked metrics.

• 5: Displays the Top 5 for ranked metrics (e.g. 'Top 5 Clients').
• 10: Displays the Top 10 for ranked metrics.
• 15: Displays the Top 15 for ranked metrics.
• 20: Displays the Top 20 for ranked metrics.

The total number of Current Matters in which the staff member holds the selected 'Staff Type' 

• Current Matters refers to any ongoing or active matters. Matters marked with a status including 'Not Proceeding', 'Complete' or 'Archived', are non-Current Matters. 

• For a completed or archived matter, the report treats it as Current until the matter's Completion or Archived Date has passed. Therefore, if the 'End Date' is today and a matter is completed today, it will still be considered Current until tomorrow. 

The total Trust balance on matters in which the staff member acts in the selected 'Staff Type'.

NOTE: Trust Balance includes Trust 'Available Balance' and 'Uncleared Amount'. 

Lists new clients added within the selected date range, associated with the selected staff members. 

NOTE: A client is considered new when the client card is added, within the specified period, to a matter where the selected staff member acts in the selected 'Staff Type'. 

Lists the referrer on the relevant matter.

NOTE: This field is based on the card selected as the 'Referrer' under the 'Matter Details' tab of the 'Matter Details' window, accessed through the Matter Table.

The new matter's matter number.

NOTE: A matter is considered new if its 'Instruction Date' falls within the specified period, regardless of its current status or status on the 'End Date'.

The total amount of professional fees billed within the specified period on the matter. The amount is exclusive of tax.

NOTE: 

• This field excludes draft invoices and captures only professional fees from finalised invoices dated within the specified period.
• It reflects the original amount of the professional fees, not the billed amount in cases of variance.
• If a featured invoice is later reversed, the reversal is included only if the reversal date falls within the specified period.

The number of Current Matters as at the specified 'At Date'. 

NOTE: Current Matters refers to any ongoing or active matters. Matters marked with a status including 'Not Proceeding', 'Complete' or 'Archived', are non-Current Matters. 

Available Trust funds that have been cleared as at the specified 'End Date'.

NOTE: The application of Trust monies to outstanding invoices should only be done in accordance with your firm's cost agreement and the relevant Trust regulations. 

Lists the top # amounts of professional fees billed on a single invoice during the specified period, on matters where the selected staff member acts in the specified 'Staff Type'. It offers an overview of high-value invoices associated with the selected staff member. 

Total professional fees billed within the specified period. 

NOTE:

• This field excludes draft invoices and considers only finalised invoices dated within the specified period.
• The amounts reflect the billed amount rather than the original professional fee amount, and include any adjustments made.
• If a featured invoice is later reversed, the reversal is included only if the reversal date falls within the specified period.

Compares the fees billed and collected in the current financial year to those in the previous financial year for each month, highlighting differences between the two periods. It captures fees billed or collected within the relevant period on matters where the selected staff member acts in the specified 'Staff Type'.

Lists each month of the financial year, allowing for a year-by-year comparison of monthly data.

NOTE:

• The current financial year is the year in which the 'End Date' falls.
• The inclusion of months is determined by the 'Financial Year Start Date' setting under Menu > Settings > Application Settings > Accounting > General. 

• Fees Billed: The total amount of fees that were billed during the month of the current Financial year.
• Last Year: The total amount of fees that were billed during the corresponding month of the last financial year.
• Variance: 'Fees Billed' less 'Last Year'.

NOTE: The amounts only capture invoices dated within the relevant month. 

• Fees Collected: The total amount of fees that were collected during the month of the current Financial year.
• Last Year: The total amount of fees that were collected during the corresponding month of the last financial year.
• Variance: 'Fees Collected' less 'Last Year'. 

NOTE: The amounts only capture receipts dated within the relevant month. 

Provides a fee performance summary for the financial year to date, exclusively focusing on fees recorded for matters where the selected staff member acts in the specified 'Staff Type'.

NOTE: 'Fee Recorded' metrics capture only professional fees that are dated within the specified period, based on the Transaction Date of the fee entries. Amounts excludes adjustments and tax. 

• Chargeable: Chargeable professional fees recorded, including fees with the following statuses: Billable - Next Invoice, Billable - Later Invoice or Billed.
• Billable Hours: The total number of hours recorded that are considered billable, including both those that are yet to be billed and those that have already been billed as of the 'End Date'. It considers Time/Activity entries with the following status as of the 'End Date': Billable - Next Invoice, Billable - Later Invoice or Billed.

• Billable Fees (Outstanding at [End Date]): The total amount of professional fees that have been recorded but have not yet been billed as of the 'End Date'.
• Written Off: The amount of professional fees that have been recorded but later written off. It captures items with a status of 'Not Billable'. 

NOTE: 

'Chargeable', 'Billable Hours', and 'Billable Fees' reflect fee entries based on their status as of the 'End Date', whereas 'Write Off' is determined by the current status of a fee entry. This means 'Write Off' will include an entry currently marked as 'Not Billable', regardless of its status on the 'End Date'.

• Draft: Professional fees on draft invoices created for the month.
• Billed: Professional fees on finalised invoices less invoice adjustments created for the month.
• Adj.: Invoice adjustments made against invoiced professional fees for the month.

NOTE: 'Billings' metrics capture only fees on invoices dated within the specified period, based on the Transaction Date of the invoices.

Collected: Professional fees receipted within the selected date range.

NOTE: The 'Collected' metric captures only fees paid within the specified period, based on the Transaction Date of the receipts.

Lists each month of the financial year, allowing for a year-by-year comparison of monthly data.

NOTE:

• The current financial year is the year in which the 'End Date' falls.
• The report captures data of the current financial year up to the 'End Date'. 
• What months are included depends on the 'Financial Year Start Date' setting under Menu > Settings > Application Settings > Accounting > General. 

• Fees Billed: Fees billed within the month of the selected Financial Year, based on the invoice Transaction Date.
• Last Year: Fees billed within the same month of the previous Financial Year, based on the invoice Transaction Date.
• Variance: 'Fees billed' less 'Last Year'.

• Fees Collected: Fees collected within the month of the selected Financial Year, based on the allocated receipt's Transaction Date.
• Last Year: Fees collected within the same month of the previous Financial Year, based on the allocated receipt's Transaction Date.
• Variance: 'Fees Collected' less 'Last Year'.

NOTE: 'Fees Collected' and 'Last Year' both capture receipt allocations to fees within the relevant period on matters where the selected staff member acts in the specified 'Staff Type'.

Provides a fee performance summary for the relevant financial year to date for the selected staff member. It assesses the staff member's direct contribution, focusing exclusively on fees recorded under their name. 

NOTE: 'Fee Recorded' metrics capture only professional fees that are dated within the month, based on the Transaction Date of the fee entries. Amounts exclude adjustments and tax. 

• Chargeable: Chargeable: Chargeable professional fees recorded, including fees with the following statuses: Billable - Next Invoice, Billable - Later Invoice or Billed.
• Billable Hours: The total number of hours recorded that are considered billable, including both those that are yet to be billed and those that have already been billed as of the 'End Date'. It considers Time/Activity entries with the following status as of the 'End Date': Billable - Next Invoice, Billable - Later Invoice or Billed.
• Unbilled Fees (Outstanding at [End Date]): The total amount of professional fees that have been recorded but have not yet been billed as of the 'End Date'.
• Written Off: The amount of professional fees that have been recorded but later written off. It captures items with a status of 'Not Billable'. 

NOTE: 

'Chargeable', 'Billable Hours' and 'Unbilled Fees' reflect fee entries based on their status as of the 'End Date', whereas 'Write Off' is determined by the current status of a fee entry. Therefore, 'Write Off' will include an entry currently marked as 'Not Billable', regardless of its status on the 'End Date'.

• Draft: The total amount of professional fees on draft invoices created for the month.
• Billed: The total amount of professional fees on finalised invoices less invoice adjustments created for the month.
• Adj.: Invoice adjustments made against invoiced professional fees for the month.

NOTE: 'Billings' metrics capture only fees on invoices dated within the specified period, based on the Transaction Date of the invoices.

Collected: The total amount of professional fees receipted within the month. 

NOTE: The 'Collected' metric captures only fees paid within the month, indicated by the Transaction Date of the receipts falling within the period. 

Compares the staff member's recorded billable hours and billed fees against the respective budgets set for the relevant financial year to date. It assesses the staff member's budet completion performance, focusing exclusively on fees recorded under their name in the professional fee window.

Lists each month of the relevant financial year. 

NOTE:

• The relevant financial year is the year in which the 'End Date' falls.
• What months are included depends on the 'Financial Year Start Date' setting under Menu > Settings > Application Settings > Accounting > General. 

Displays all billable hours for the month, capturing Time/Activity entries dated within the month.

• Billable Hours: Billable hours recorded for the staff member within the the month of the relevant Financial Year. 
• Budget: The billable hours budget set against the staff member for the same period. 
• Variance: 'Billable Hours' less 'Budget'.

NOTE: Billeable Hours include hours recorded on Time/Activity entries which have any of the following status as of the 'End Date': 

• Billable - Next Invoice.
• Billable - Later Invoice.
• Billed.

• Billable Amount: Chargeable professional fees created within the selected date range.
• Budget: The staff members chargeable amount budget for the month.
• Variance: 'Billable Amount' less 'Budget'.

NOTE: 'Billable Amount' includes professional fees that have any of the following status as of the 'End Date': 

• Billable - Next Invoice.
• Billable - Later Invoice.
• Billed.

It is calculated as follows:

• If the Trust balance is less than the sum of the aged Disbursements Balance, WIP Balance and Debtor Balance, then the total funds recoverable is equal to the Trust balance.
• Otherwise, it is the sum of the three aged balances (Disbursements Balance, WIP Balance and Debtor Balance).

The balance of the account as at 'End Date'.

NOTE: The account balance is calculated based on the Entry Date rather than the Transaction Date.