Displays all invoices on matters that have been assigned to any of the selected Billing Categories.

• All Billing Categories are included by default.  

Includes the following four filters, which work together to refine matters. Only matters that meet all selected staff criteria in their specified roles will be displayed.

• Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of 'Staff Responsible', 'Staff Acting' and 'Staff Assisting'.

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. 
  • The below three staff lists dynamically update based on the 'Include Inactive Staff' option setting.
• Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default.
• Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default.
• Staff Assisting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Assisting. All staff members are included by default.

Please note that the three Staff filters work together to narrow down the results by restricting the matters associated with the invoices. Depending on your need, you may keep one or more of these filters in their default All Items Selected setting. For instance, if you want the report to display all invoices created on matters where the Acting Staff is Staff A, simply choose Staff A as the Staff Acting, while leaving the Staff Responsible and Staff Assisting set to All Items Selected.

Includes the following invoice-related filters: 

• Outstanding Invoices Only: 
  • No: This filter has no effect. 
  • Yes: Only includes invoices that have not been fully receipted.

NOTE: The determination of whether an invoice is outstanding is solely based on its current balance, regardless of the relevant receipt application date or whether the invoice was outstanding at the End Date.

• Discounted/Adjusted Invoices Only: 
  • No: This filter has no effect. 
  • Yes: Only includes finalised invoices that have been adjusted. 

NOTE: The determination of whether an invoice is an discounted/adjusted invoice is solely based on its current status. 

• Invoice Status: Select All invoice statuses or limit the results to certain status(es):

• • All Selected
  • Draft Unapproved
  • Draft Approved
  • Printed Sent (Final)

• Include reversals of invoices transacted outside of date range
  • No: This filter has no effect. 
  • Yes: Include or exclude reversals of invoices transacted outside the date range.
    
    NOTE: For example, if you choose to include reversals of invoices transacted outside the date range and the Start Date and End Date are set to 01/09/2023 and 01/10/2023, respectively, the report will include the reversal of an invoice dated 01/08/2023 (which is outside the specified date range), provided that the reversal date itself is within the specified date range (e.g., 03/09/2023).

Includes three display options:

• Group By: Group the results by one of the following criteria: 
• • None
  • Billing Category
  • Client
  • Credit
  • Debtor
  • Matter Number
  • Matter Type
  • Staff Acting
  • Staff Assisting
  • Staff Responsible
• Display Staff Initials for: 
• • Staff Responsible
  • Staff Acting
  • Staff Assisting
  • Credit
• Expand Row Groups: This option is only active when the Group By option is not set to None. 
• • No: Only display summary of each group. 
  • Yes: Display individual invoices under the group row. 

Displays:

• The Deleted Date of a draft invoice (e.g., D: 09/09/2023). 

Note: The report only includes a deleted draft invoice if it was created within the specified period and deleted after the End Date.

• Or the Reversal Date of a finalised invoice (e.g., R: 09/09/2023). 

Note: The report will include a finalised invoice and its reversal if both transactions are dated within the specified period. However, if the reversal is dated after the End Date, the report will only list the original invoice, marking it by R with the reversal date (e.g., R: 09/09/2023) but NOT include the reversal. 

Displays the relevant staff member's initials based on your choice in the Displays the initials of filter. 

The column header dynamically updates as follows: 

• Resp if your selection is Staff Responsible
• Act if your selection is Staff Acting
• Credit If your selection is Credit
• Asst if your selection is Staff Assisting

The amount of discounts (adjustments) applied against the invoice, inclusive of tax. 

Note: This is only relevant to finalised invoices.