The Timekeepers Expense Report provides details of matter expenses entered by different personnel.



To Access Report:


Go to Reports > Billing > Timekeeper's Expense Report


Report Details:


Timekeeper: Choose all timekeepers or a specific timekeeper


Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year


Show: Choose to view summary or details


Client-Matter: Choose all client-matters or a specific one. You can choose to view active matters only. To include inactive matters, uncheck the box.


Report Print Options: Check box to apply page break between items



To preview the report, click view.


When ready, click download.