Split Billing Report
The Split Billing Report helps you verify that the configuration of fee and expense percentages in your split billing details is accurate.
To access the report, go to Reports > Billing > Split Billing Report
Report Filters
- Matter Owner: This will default to all matter owners. You can select one or more matter owners from the drop-down.
- Client-Matter: By default, All Client Matters and Active Matters Only will be checked. To choose a specific client-matter, uncheck the box and enter the client-matter name. You can choose to view active matters only. To include inactive matters, 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
Report Entries and Their Descriptions
Entry | Description |
Main Client-Matter | The matter where the split is configured. |
Split Matters | The matters to which the splits are distributed. This could include the main matter, if it is selected as part of the split. |
Fee % | The percentage of the time entries. |
Expense % | The percentage of the hard and soft costs. |
Fee Options | Displays whether you have selected the option to split hours and amount, or split hours and then calculated amount. |