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FAQ
Overview
The Bill journal provides a list of invoices by matter. It displays the most pertinent details with summary options to make it easy to glean your current standing across all bills in the system.
Each matter entry displays the name of the matter, the matter ID, the client, and the responsible lawyer.
Below that information is the bill table which displays the details of each bill attributed to that matter. The bill table includes the AR date, invoice number, hours billed on the invoice, expenses billed on the invoice, the invoice total, payments applied, general retainer amount used on the invoice, write-offs, balance due, and aging.
Settings
To Bill Journal has basic and advanced options to display the information you need in the most helpful manner.
Basic
In the Basic options tab, you can filter the report results by date range. The date range looks at the AR date to only display invoices with an AR date in that range.
Advanced
Filters
Receipts up to
Controls what payments display on the report. For instance: If an invoice has a payment on December 3rd, it will not show as attributed to the invoice if the Receipts up to is set for a date in November. This is useful to see what payments had been applied at a given point in time.
Age from
This setting affects the aging column of the report. Aging is calculated backward from the selected date. If an invoice that is aged from today is 10 days, selecting yesterday’s date would display an aging of 9 days.
Age field
This determines the source date for aging. By selecting AR date, the aging is based on the AR date. By selecting Payment due date, the aging is based on the payment due date. This allows you to see how long it has been since the invoice has been payable (AR date), r how long it has been since the payment has been due (Payment due date).
Client
If a specific client is designated in this field, the report will only return results where that contact is the client participant on the matter.
Responsible lawyer
Allows you to return only where the selected contact is the Responsible lawyer on the matter.
Matter
Display only invoices attributed to a specific matter
Matter type
Display only invoices attributed to a specific matter type
Include paid invoices
Determines whether paid invoices are included in the report results
Include draft invoices
Determines whether draft invoices are included in the report results
Layout options
There are several layout options to determine how information is displayed on the report.
| Note: The information displayed in summaries adheres to other options and filters. |
Show detail
By default, the report is set to show details on each matter and invoice. In instances where the repot is configured to display summaries, the granular detail may not be necessary.
Show matter summary
When this option is on, the report results include a summary table with a row for each matter that includes the matter name and ID, hours billed, fees, expenses, invoice total, payments, general retainers applied, write-offs, balance due, and average aging.
Show client summary
When this option is on, the report results include a summary table with a row for each client that includes the client’s name, hours billed, fees, expenses, invoice total, payments, general retainers applied, write-offs, balance due, and average aging.
Show matter type summary
When this option is on, the report results include a summary table with a row for each matter type that includes the matter type name, hours billed, fees, expenses, invoice total, payments, general retainers applied, write-offs, balance due, and average aging.
Show responsible lawyer summary
When this option is on, the report results include a summary table with a row for each responsible lawyer that includes the responsible lawyer’s name, hours billed, fees, expenses, invoice total, payments, general retainers applied, write-offs, balance due, and average aging.
Show firm summary
The firm summary displays a single row that totals all bill items, adhering to the set filters and options. The firm summary table includes hours billed, fees, expenses, invoice total, payments, general retainers applied, write-offs, balance due, and average aging.
Output
The output section provides options for how the report is produced.
On screen (HTML)
This option displays the report results on your current screen.
This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen.
| Note: Print dialog will vary based on your browser. |
MS Excel
This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.