Loading
Knowledge BaseTime and Fees List Report
Close
Still can't find it?
Search for help articles, community posts, ideas ...
End of Search Dialog

💬   Need help? Sign in to chat with our LEAP support! Sign In

Time and Fees List Report

  • 22/07/2024
  • Knowledge

How To
Click to edit heading

Location: LEAP Menu > Accounting > under General Accounting > Time & Fees > Search > User-added image.

Purpose: Based on the results of the firm-wide search screen for Time & Fees, this report is designed to facilitate the tracking of Time, Fees, and Activities recorded during a selected period.

It provides filtering options for entry Type, Billing Status, Matter, Created By Staff, Staff, Activity Code, and Date Range. It also allows for grouping results by Staff, Created by Staff, or Activity Code.  

 
Click to edit heading

To generate the report, take the following steps: 

 

  1. In the Search Time & Fees window, begin by applying your preferred filters and click 'Search' to display the relevant Time, Fee, or Activity entries.
  2. Next, click on the printing icon  User-added image  located in the upper-left corner of the window. This will open the Reports window, with the report preview displayed in the window. 
  3. You can further customize the view by grouping entries by Staff, Created by Staff, or Activity Code and choose from three available formats (PDF, Excel and Word) for downloading the report. 
  4. Finally, click 'DOWNLOAD' to generate the report.

NOTE:

  • This report is only available via the Search Time & Fees window.
  • You can narrow down results by applying filters based on a specific billable lawyer ('Staff') or the staff member who initially created the entries ('Created by Staff'). The two persons may differ, typically when an assistant creates entries for a billable lawyer.
 
Click to edit heading

The Date Range can span up to one year for comprehensive all-matter searches. For searches within a specific matter, there is no such limit.

Filters in the 'Search Time and Fees' window. 

Type 

Filter the entries by:

  • All: Displays entries of all types, including Time, Fee, and Activity.
  • Time: Displays Time entries only. 
  • Fee: Displays Fee entries only. 
  • Activities: Displays Activity entries only. 
  • Time & Activities: Displays Time and Activity entries only. 
Status  Filter the entries by:
  • All: Displays entries of any Billing Status (excluding Deleted).
  • Billable - All: Displays entries with the Billing Status of Billable - Next Invoice or Billable - Later Invoice.
  • Billable - Next Invoice: Displays entries with the Billing Status of Billable - Next Invoice. 
  • Billable - Later Invoice: Displays entries with the Billing Status of Billable - Later Invoice.
  • Not Billable: Displays entries with the Billing Status of Not Billable.
  • Billed - All: Displays all Billed entries.
  • Deleted: Displays all Deleted entries.
Matter

Filter results to show only entries related to the selected matter. If left blank, it will display entries for all matters.

NOTE: When a matter is selected, the one-year date range limit does not apply to the search. 

Created By Staff 

Display entries created by the selected staff member. This field can be left blank to display entries created by all staff. 

Tips: To find out who created the Time or Fee entry, you can also follow these steps:

Go to Matter > Time & Fees > In the TIME & FEES list, right-click on the specific Time/Fee entry and select 'History...'. The Created by Staff appears under 'MODIFIED BY' for VERSION 1.

Note that the above tips do not apply to Activities.  

Staff

Displays the name of the billable lawyer selected for the entry.

NOTE: This field can be left blank to display entries recorded for all staff.

Activity Code

Display entries that use the selected Activity Code. 

Date Range Filter the entries by:
  • Date Range: Displays entries dated within the selected date range.

NOTE:

  • The Date Range can span up to one year for comprehensive all-matter searches. For searches within a specific matter, there is no such limit.
  • If you attempt to set a date range wider than one year, a prompt window will appear stating: “Please select a date range less than or equal to 1 year.”
Inc. taxThe checkbox enables the display of the 'Amount' either inclusive or exclusive of tax.

Report Fields:

Date 

The Transaction Date of the entry. 

NOTE: The report sorts the listed entries in ascending order by 'Date' when 'Group By' is set to 'None'.

Transaction No.The Transaction Number of the entry. 
Activity CodeThe Activity Code (if any) selected for the entry. 
Matter Lists the Matter the entry has been created on or attached to.
ClientThe Client on the Matter the entry is associated with. 
Status The Billing Status of the entry. 
TypeThe type of the entry: Time, Fee, or Activity.  
Description The Billing Description of the entry. 
Created By 

The Staff Member who created the entry.

Staff Display the billable lawyer whose name is selected for the entry.
Hrs/Qty
  • Hrs: Hours for the Time/Activity entry.
  • Qty: Quantity for the Fee entry. 
AmountThe Amount of the entry. 

NOTE: The Amount is either inclusive or exclusive of tax, depending on whether you tick the Inc. tax checkbox in the Search Time and Fees window before generating the report. 
Total

The Total row is located at the bottom of the report to show: 

  • The Total Hours of the listed Time/Activity entries are provided; Fee entries are not relevant, as they are measured by Quantity.
  • Amount: The total amount of the listed Time, Fee, and/or Activity entries. 
Last Modified Date
22/07/2024 12:19 am
Title
Time and Fees List Report
URL Name
Time-and-Fees-List-Report-CA

Resolution
Loading
Time and Fees List Report