Balance by Expense Name Report

The Balance by Expense Name Report provides a breakdown of the soft cost and hard cost expenses by their name. Firms can use this to verify that the expenses charged to their clients are accurate. This report is particularly helpful for auditing purposes.

To access the report, go to Reports > Billing > Balance by Expense Name Report

Report Filters

• Date Range: The date range options you have are All Dates, Last Month, Last Quarter, Last Year, This Month, This Quarter, and This Year. The date range is also customizable.
• Expense: Select one or more expenses from the drop-down.
• Billing Method: From the drop-down, choose from All, Hourly, Fixed, or Contingency.
• Group By: From the drop-down, select from expense, matter, timekeeper, client, area of law, and matter owner.
• Interest Calculator: Checking the box will give you the option to calculate interest on expenses that are Billed, Unbilled, or All. This calculation is limited only to the report and does not change expense card value or invoice to which the expense is associated.
  

  Interest Calculation Logic	(Expense Card Date /365) *(Annual Finance charge rate/100)

View/Download

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

Learn more about generating reports.

Sample Report

Report Entries and Their Descriptions