Fees reporting area

Practice Manager only

The Fees reporting area delivers reports based on the Fees that the practice creates using the Billing Wizard. The reports include data within a specified period that relates to pre-billing, draft billing and post billing. These reports are also useful for identifying which clients, jobs and employees are most profitable.

The reports from this area can be used to create a listing of all of the draft or posted fees created within a specified period.

Fee Recovery reports that detail the profitability of specific clients, assignments and employees within a specific period can also be produced. This is done by measuring write off amounts.

Available reports

Report	Product	Description
Debtors invoices by assignment	AE	The Debtors Invoices by Assignment reporting area is used to produce reports that contain all bills (fees) raised for a given assignment at code type level.
Debtors invoices by client	AE/AO	The Debtors Invoices by Client reporting area is used to produce reports that contain all posted bills (fees) raised within a specified period. The bills (fees) can be grouped by billing company, client partner, client department, client office and parent client.
Debtors invoices by job	AO	The Debtors Invoices by Job reporting area is used to produce reports that contain all bills (fees) raised for a given job at code type level.
Draft bills	AE/AO	The Draft Bills reporting area is used to produce reports that contain all client codes, unposted billed and write off/up amounts for all clients so that any errors can be checked prior to posting. This area also displays a list of draft bills (fees) created within a nominated date range, although only the net amount is displayed.
Draft report	AE/AO	The Draft Reports reporting area is used to produce reports that contain billed WIP information in a specific bill (fee). Every bill (fee) raised has a corresponding draft bill (fee) report. These reports are not normally run from the reports area but from the Bills tab under the Client or Assignment details Jobs tabs while drafting a draft bill (fee) or from the Draft Bills page under Billing > Draft Bills.
Fee recovery by assignment	AE	The Fee Recovery by Assignment reporting area is used to produce reports that contain information on bills (fees) at the assignment level. The reports are bill (fee)-date driven (not timesheet-date driven). They are useful in determining the total billed, total write on/off values, and total WIP that have been affected (reduced) from both billing and write off; and the recovery rates based on a comparison between the total billed amount divided by the total WIP reduced from assignments.
Fee recovery by job	AO	The Fee Recovery by Job reporting area is used to produce reports that contain information on bills (fees) at the job level. The reports are bill (fee)-date driven (not timesheet-date driven). They are useful in determining the total billed, total write on/off values, and total WIP that have been affected (reduced) from both billing and write off; and the recovery rates based on a comparison between the total billed amount divided by the total WIP reduced from jobs.
Fee recovery by client	AE/AO	The Fee Recovery by Client reporting area is used to produce reports that contain information on bills (fees) at the client level. The reports are bill (fee)-date driven (not timesheet-date driven). They are useful in determining the total billed, total write on/off values, and total WIP that have been affected (reduced) from both billing and write off; and the recovery rates based on a comparison between the total billed amount divided by the total WIP reduced from clients.
Fee recovery by employee	AE/AO	The Fee Recovery by Employee reporting area is used to produce reports that contain information on bills (fees) at the employee level. The reports are bill (fee)-date driven (not timesheet-date driven). They are useful in determining the total billed, total write on/off values, and total WIP that have been affected (reduced) from both billing and write off; and the recovery rates based on a comparison between the total billed amount divided by the total WIP reduced from employees.
Pre Billing report by assignment/employee	AE	The Pre Billing Report by Assignment/Employee reporting area is used to produce reports that contain all unbilled WIP transactions grouped by code type. Do not run the report from this reporting area. Run the report from the Client page > Assignments tab or from the Aged WIP homepage.
Pre Billing report by group	AE/AO	The Pre Billing Report by Group reporting area is used to produce reports that contain all unbilled WIP transactions grouped by billing group. Billing groups are set up under the group tab for clients. Do not run the report from this reporting area. Run the report from the Client page > Assignments Jobs tab or from the Aged WIP homepagegraph on the Practice KPI page.
Pre Billing report by job/employee	AO	The Pre Billing Report by Job/Employee reporting area is used to produce reports that contain all unbilled WIP transactions grouped by code type. Do not run the report from this reporting area. Run the report from the Client page > Jobs tab or from the Aged WIP graph on the Practice KPI page.
Pre Billing report by month	AE/AO	The Pre Billing Report by Month reporting area is used to produce reports that contain all unbilled WIP transactions grouped by month, based on the transaction date of each entry. Do not run the report from this reporting area. Run the report from the Client page > AssignmentsJobs tab or from the Aged WIP homepagegraph on the Practice KPI page.