Timekeeper Fee Analysis

  • Updated

The Timekeeper Fee Analysis is a custom report style that provides an overall view of fee activity by Timekeeper for the current period and year to date.  Dollars Worked, Dollars Billed, Write Ups/Downs at Billing, Fee Payments, Fee Credits and Fee Write Offs are shown.  This report includes Billable time only.

tkfeeanalysis


Sort Orders
Working Attorney
Responsible Attorney
Managing Attorney
Originating Attorney
Project Attorney
Staff Level
Practice Group
Type of Law
Department
Location

Options
One or All of Sort Order Type
Transaction Date Range and Beginning of Year
Include Inactive Timekeepers
Page Break on Group Change
Various Summary Options
Various Filter Options
    Client-Matter
    Working Attorney
    Responsible Attorney
    Managing Attorney
    Staff Level
    Practice Group
    Type of Law
    Department
    Location

Explanation of Report Info/columns
Listed below are the columns on the Timekeeper Fee Analysis Report and an explanation of what the value in each column represents.

Worked - Current - total Billable Dollars for the current period.

Billed - Current - total Billed Dollars (Bill Value) for the current period.

WU/WD - Current - the difference between the original value and bill value of Dollars Billed during the current period.

Payments - Current - total Payments applied to fees during the current period (PMT, RAP and TAP transactions and reversals of same).

Credits - Current - total Credits and reversals of same applied to fees during the current period.

Write Offs - Current - total Write Offs and reversals of same applied to fees during the current period.

Worked - YTD - total Billable Dollars year to date.

Billed - YTD - total Billed Dollars (Bill Value) year to date.

WU/WD - YTD - the difference between the original value and bill value of Dollars Billed year to date.

Payments - YTD - total Payments applied to fees year to date (PMT, RAP and TAP transactions and reversals of same).

Credits - YTD - total Credits and reversals of same applied to fees year to date.

Write Offs - YTD - total Write Offs and reversals of same applied to fees year to date.

For pricing on this report, please contact Orion at support@orionlaw.com or 1-800-305-5867

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