Reports - Collections and Collections By Period

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Today I ran the Collections by Period for all Timekeepers from April-June 2022.  Two thousand dollars was posted under the Attorney column as N/A for the month of June 2022.  So, I ran the Collections Report for the month of June to breakdown the collections we received that month.  I found the client and looked the invoice I had created.  We had reduced the attorney's fees to $2,000.00 and the costs remained $573.88 for a total balance of $2,573.88, and this was submitted to the client.  The client paid that amount and it was finalized.  Can you tell me why the attorney is not getting credit for the $2,000.00 fees that were collected.  Does it have something to do with adjusting the fees?  I don't see how it could as the same attorney worked on this file.  What am I missing?  Please help.  Thanks. 

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  • 0 in reply to Caren2

    Thank you for getting back to me, but I checked and it is completed.  I was mistaken initially as there was more than 1 attorney working on this file so could it be that the software doesn't know how to allocate the fees since there was more than one attorney?  Is it as simple as changing the attorneys on the setup page?  Or do I have to start creating custom fields...?

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