Year to Date Hours and Fees

Q:  Please provide a report that shows total hours and fees billed for a certain period of time, year to date (inclusive of time entered in December but not billed until January).   

A:  You want to see hours entered within that period, not bills created?  Correct? 

Q:  Yes, I want to see time that has been billed as well as time not yet invoice. 

A:  The “Time Listing Summaries” report should give you what you need.  

This report will give information for all Lawyers/Fee Earners, or it can be run for one at a time. 

Click on REPORTS -> OTHER -> TIME tab.  

From the “Time Options” screen choose “summary” from the dropdown list.  

Put in the “Start Date” and “End Date”.  

In the “Include Billed / Unbilled”, pick “Both”. 

Run the Report.

Example of the Report.  The first section of the report is “Time Summary by Task and Fee Earner”.   The next section is “Time Summary by Fee Earner”.  First, the list of totals for all Fee Earners and then the details for each individual Fee Earner.