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Staff Time & Fees Activity Summary Report

  • 14/05/2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Management > Staff Time & Fees Activity Summary

Purpose: Displays professional fees (Time, Fee and Activity entries) recorded for the selected staff member(s) within a specified period.    

The report provides a comprehensive overview of the work performed by staff members, aiding in better project management, billing, and analysis of billable hours.

Report Trigger: The report will reference professional fee entries recorded for the selected staff member(s) within a specified period:

  • A professional fee entry is recorded for a staff member when the person's name is selected for the entry in the Time/Fee/Activity window. The staff member is typically the individual who performs the actual work. 
  • A professional fee entry is recorded within the specified period when its transaction date falls within the specified period. 

NOTE: The report excludes an entry if it has been deleted as of today, regardless of its status on the 'End Date'. 

 
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The report includes a CSV export option, enabling advanced data manipulation.

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Report Filters:

Date RangeDisplays staff members professional fees within the choosen date range
StaffConsists of two filters: 

1. Include Inactive Staff:

Yes: Include inactive Staff members in the 'Staff' list for selection. 
No: Exclude inactive Staff members in the 'Staff' list for selection. 

2. Staff list for selection. 

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

Matters

Search and select matters to include within the report using the Advanced Matter Search window. 

Matter information includes:

  • Matter No.: The matter's number.
  • Client: The matter's client name.
  • Staff Responsible: The matter's Person Responsible.
  • Staff Acting: The matter's Person Acting.
  • Status: The matter's status.

Additional functions:

1. Use the search box to narrow down the matter list.  
2. Click Reports V2 cogwheel icon.png to group matters by one of the five options: 

  • None: no grouping. 
  • Client: group by client. 
  • Staff Responsible: group by Person Responsible. 
  • Staff Acting: group by Person Acting.
  • Status: group by matter status. 
Billing Type

Filters the results based on Billing Status on the 'End Date':

  • Billable: This includes both 'Billable - Next Invoice' and 'BIllable - Later Invoice'. 
  • Billed.
  • Not Billable.

Note: The report will include entries based on their statuses as of the 'End Date'. For example, consider a Billable Time entry that was created on 01/01/2024 and then billed on 01/03/2024. If the End Date is set to a date prior to 01/03/2024, such as 01/02/2024, the report will consider the entry as Billable. Only when the End Date is set to 01/03/2024 or later will the report consider the entry as Billed. 

Activity Code

Displays professional fee entries that adopt the selected Activity Code(s). Select All or a specific Activity Code. 

Report Fields:

Staff/Activity Code (List Collapsed)

Lists relevant staff members by name.

NOTE: When staff member grouped rows are collaposed, the report only displays the following information of each individual: 

  • Hours: Total recorded Hours of the staff member. 
  • Amount Ex Tax: Total recorded fee amounts of the staff member, excluding tax.
Staff/Activity Code (List Expanded)

Under each staff name, further displays the following details:

  • The Activity Code(s) used within the selected date range, followed by the Activity Code's description.
  • Total hour(s) against the activity code, within the selected date range (only relevant to Time/Activity entries). 
  • Total value of professional fee entries against the activity code, within the selected date range.

NOTE: If a professional fee entry does not have an Activity Code assigned to it, the entry will be placed under a category of 'Task Code not assigned'. 

When individual Activity Code(s) are expanded, the following details are displayed for each professional fee entry:

  • Matter No.
  • Matter Type
  • Transaction Date
  • Billing Description
  • Billing Mode - Reflects the professional fee entry's billing status as of the 'End Date'.

Entries deleted as of today are excluded from the report.

 
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Refer to the Time and Fee List Report if you wish to:
 

  • Sort results based on who created the entry (rather than who actually performed the work) using the 'Created By Staff' filter. This feature is particularly useful when you want to track entries recorded by an assistant for different fee earners.
  • Filter results based on the entry 'Type': Time, Fee or Activity.  
  • Conduct more detailed tracking of CURRENT billing statuses. The report's status filter distinguishes between 'Billable -Next Invoice' and 'Billable - Later Invoice', and also includes 'Deleted' as an option. 
  • Choose to display professional fees' amounts inclusive of tax through the 'Inc. tax' checkbox. 

The Time and Fees List Report provides records for up to one year unless limited to a specified matter. The filter settings and report access are available only from the 'Search Time and Fees' window.

Last Modified Date
14/05/2025 12:16 pm
Title
Staff Time & Fees Activity Summary Report
URL Name
Staff-Time-Fees-Activity-Summary-Report-NZ

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Staff Time & Fees Activity Summary Report