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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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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.

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