Cash Receipts by Originator Splits

You may set up "split" information on the Matter record itself under the Billing Options tab. You may add timekeepers that you want to report a split on by clicking on the Splits button next to Originating and add the Timekeepers along with the percentage each Timekeeper should be allocated. The percentage split must add up to 100%.

Once added, hit OK and then Save and Close the Matter record. You may then run your Cash Receipts Analysis Report or Payment Application Analysis Report sorted by Originating Attorney, and the report will present the appropriate cash receipts based on the percentage split.  If at any time the percentage changes, you may edit it on the Client-Matter file again if needed and simply rerun your report.

Note the splits may also be set up for Project Manager, as well, should you want to run reports based on this designation.