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Lisa Hogan

Accounts Receivable Report by Timekeeper?

Posted By

Hello Sage Forum,

What's the best way for me to run an A/R report by Timekeeper?  Our Timekeeper in question is not the billing, originating or managing attorney.  She is helping out other attorneys.

Thanks for your help.

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    Hello Lisa,

    A/R reports will show invoices, payments, etc.  Consider that the invoice total amount is typically the sum of all of the work done by individual Timekeepers on a bill.  

    A Timekeeper Contributions report (under the Timekeeper report tab) will show the amount that a particular Timekeeper billed based on the time that was shown on invoices during that period, regardless of when that work was performed.

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  • 0

    Hello Lisa,

    A/R reports will show invoices, payments, etc.  Consider that the invoice total amount is typically the sum of all of the work done by individual Timekeepers on a bill.  

    A Timekeeper Contributions report (under the Timekeeper report tab) will show the amount that a particular Timekeeper billed based on the time that was shown on invoices during that period, regardless of when that work was performed.

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