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Albany Office
1971 Western Avenue
Suite 256
Albany, NY 12203
800-523-0151 (tel)
New York City Office
40 Wall Street
35 th Floor
New York, NY 10005
800-523-8979 (tel) |
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Pay
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Products > Tabs3
Billing Software > Reports

Reports to stay on top of your billing
- Work-In-Process Report:
o Unbilled time and expenses by timekeeper or client.
- Aged Work-In-Process Report:
o Number of days charges have gone unbilled for each
client.
- Client Ledger Report:
o History and status of all client billing statements.
- Accounts Receivable by Invoice Report:
o Amounts billed to each client.
- Amounts due for each invoice.
o Recap of Hours Report:
o Find missing time that has not been turned in yet.
Reports that give you insight into your firm's
business
- Accounts Receivable Reports:
o Who is late with payments.
o How late payments are.
o Payment history.
- Client Productivity Report:
o Profit your firm made from each client.
o How a client's profitability varied from year to
year.
- Client Productivity by Timekeeper Report:
o Hours and amounts billed to each client broken down
by timekeeper.
o Advances, expenses, sales tax and finance charges
broken down by timekeeper.
- Timekeeper Profitability Report:
o Billings, overhead and profit for each timekeeper.
o Net profit for each timekeeper.
o Percent of your firm's billings that each timekeeper
has produced.
- Receipt Allocation Report:
o Payment allocation to different attorneys, advances,
expenses, sales tax and finance charges.
- Task Code Billing Report:
o Billed and unbilled task based billing transactions.
- Task Code Budget Report:
o Billed and unbilled amounts for expenses and activities
broken down by common tasks such as phone calls, meetings,
research, etc.
- Area of Practice Productivity Report:
o Billings broken down by area of practice.
o Effective billing rate for each area of practice.
o Write-ups and write-downs for each area of practice.
Reports that give you insight into your employees'
productivity
- Timekeeper Productivity Report:
o Hours and amounts that each timekeeper billed.
o Effective billing rate of each timekeeper.
o Each timekeeper's write-ups and write-downs.
o Total billable and non-billable hours and amounts
for each timekeeper.
- Area of Practice Productivity Report For Each Timekeeper:
o Amount of billable time people spent on each area
of practice.
o Timekeeper Status Report:
o Work-in-process and accounts receivable each timekeeper
is responsible for.
Tabs3 Feature Pages
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