Fixed Fee Billing Reconciliation Report

This report shows fixed fee amounts and billed amounts to ensure all of your fixed fee matters are being billed in a timely manner.

To access the report, go to Reports > Collection > Fixed Fee Billing Reconciliation.

Report Filters

Matter Owner: Choose All Matter Owners or select a specific Matter Owner from the drop-down.

Matter Open Date:

• Date Range: The date range options you have are Last Month, Last Year, This Month, and This Year, or you can select from the calendar drop-down to specify your date range.

Billing and Payment Dates:

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

Options:

• The boxes are checked by default. You can uncheck the box if you would like to exclude:
  • Fees Billed
  • Fees Collected
  • Cost Billed
  • Cost Collected
• Exclude Matters Billed in Full: Checked by default. If you wish to include matters billed in full uncheck the box.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Sample Report