Ideal Online Documentation

14312 T/B LISTINGS, REPORTS AND FORMS
TB5-01 Aged Time/Disbursements Report

 

PURPOSE

 

The aged time/disbursements report prints aged time and disbursement amounts. You have the option of selecting amounts by working lawyer, assigned lawyer, group code or clients. You may specify how many months and minimum amounts to include in the report.

 

Aged Time/Disbursements Report is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Aged Time/Disbursements Report from the Time Billing Reports menu. The following prompts display.

 

(1) BY WORKING LAWYER
(2) BY ASSIGNED LAWYER
(3) BY GROUP CODE
(4) BY CLIENT
** ENTER SELECTION (ENTER='1'):

 

[Enter] to accept the displayed default.

 

"1" to select aged time/disbursements by working lawyer.

 

** FOR LAWYER? (ENTER=ALL):

 

Enter lawyer/timekeeper code of lawyer to select.

 

[Enter] to select all lawyers.

 

** SEPARATE PRINT JOB FOR EACH LAWYER ? (Y/N): ?

 

"Y" to print a separate report for each lawyer.

 

"N" to not print a separate report for each lawyer.

 

[F3] to return to selection criteria.

 

[F5] to display list of lawyer/timekeepers for selection.

 

** ENTER STARTING CLIENT (ENTER=1ST):

 

Enter client/matter to start selection.

 

[Enter] to start with first client/matter on file.

 

[F3] to return to the previous field.

 

[F5] to display list of client/matters for selection.


** ENTER ENDING CLIENT (ENTER=LAST):

 

Enter client/matter to end selection.

 

[Enter] to end with last client on file.

 

[F3] to return to the previous field.

 

[F5] to display list of client/matters for selection.

 

"2" to select aged time/disbursements by assigned lawyer .

 

** FOR LAWYER? (ENTER=ALL):

 

Enter lawyer/timekeeper code of lawyer to select.

 

[Enter] to select all lawyers.

 

** SEPARATE PRINT JOB FOR EACH LAWYER ? (Y/N): ?

 

"Y" to print a separate report for each lawyer.

 

"N" to not print a separate report for each lawyer.

 

[F3] to return to selection criteria.

 

[F5] to display list of lawyer/timekeepers for selection.

 

** ENTER STARTING CLIENT (ENTER=1ST):

 

Enter client/matter to start selection.

 

[Enter] to start with first client/matter on file.

 

[F3] to return to the previous field.

 

[F5] to display list of client/matters for selection.

 

** ENTER ENDING CLIENT (ENTER=LAST):

 

Enter client/matter to end selection.

 

[Enter] to end with last client/matter on file.

 

[F3] to return to the previous field.

 

[F5] to display list of client/matters for selection.

 

"3" to select aged time/disbursements by group code.

 

** ENTER GROUP CODE (ENTER=ALL):

 

Enter group code to select.

 

[Enter] to select all groups.

 

[F3] to return to selection criteria.

 

[F5] to display list of groups for selection.


"4" to select aged time/disbursements by client.

 

** ENTER STARTING CLIENT (ENTER=1ST):

 

Enter client/matter to start selection.

 

[Enter] to start with first client/matter on file.

 

[F3] to return to selection criteria.

 

[F5] to display list of client/matters for selection.

 

** ENTER ENDING CLIENT (ENTER=LAST):

 

Enter client/matter to end selection.

 

[Enter] to end with last client/matter on file.

 

[F3] to return to the previous field.

 

[F5] to display list of client/matters for selection.

 

[F4] to exit to menu.

 

** TIME - HOW MANY MONTHS OLD ? (ENTER=ALL):

 

Enter number of months of time entries to include.

 

[Enter] to include all months of time entries in system.

 

[F2] to include current month only.

 

[F3] to return to the previous field.

 

** ENTER THE MINIMUM AMOUNT OF TIME (ENTER=ALL):

 

Enter minimum amount of time in entries to include.

 

[Enter] to include all time entries.

 

[F3] to return to the previous field.

 

** DISBURSEMENTS - HOW MANY MONTHS OLD (ENTER=ALL):

 

Enter number of months of disbursement entries to include.

 

[Enter] to include all months of disbursement entries in system.

 

[F2] to include current month only.

 

[F3] to return to the previous field.

 

** ENTER THE MINIMUM AMOUNT OF DISBUSEMENTS (ENTER=ALL):

 

Enter minimum disbursement amounts in entries to include.

 

[Enter] to include all disbursement entries.

 

[F3] to return to the previous field.


** PRESS ENTER TO CONTINUE:

 

[Enter] to continue to print selection menu.

 

[F3] to return to the previous field.

 

[F4] to exit to menu.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example Aged Time/Disbursement Report printout follows.

  



01/31/07  15:23:09                                           IdeaLaw Ltd.                                                  PAGE: 1
                                    AGED TIME/DISBURSEMENT REPORT FOR WORKING LYR MICHAEL WASSIL
                                                     RANGING FROM FIRST TO LAST
                                               REPORT PRINTED AS AT Tue, Jan 31 2007
-----------------------------------------------------------------------------------------------------------------------------------
                                                                                                                        AUGUST  DATE
CLIENT/MATTER DESCRIPTION                               TOTAL     DECEMBER     NOVEMBER      OCTOBER    SEPTEMBER     AND OVER OLDST
-----------------------------------------------------------------------------------------------------------------------------------
012345   0000 XYZ CORPORATION LTD.              T      100.00       100.00          .00          .00          .00          .00
              CORPORATE MATTERS
                                                    ----------   ----------   ----------   ----------   ----------   ----------
              LAWYER TOTALS                     T      100.00       100.00          .00          .00          .00          .00



01/31/07  15:23:10                                          IdeaLaw Ltd.                                                   PAGE: 2
                                AGED TIME/DISBURSEMENT REPORT FOR WORKING LYR DISBURSEMENT BILLINGS
                                                     RANGING FROM FIRST TO LAST
                                               REPORT PRINTED AS AT Tue, Jan 31 2007
-----------------------------------------------------------------------------------------------------------------------------------
                                                                                                                        AUGUST  DATE
CLIENT/MATTER DESCRIPTION                               TOTAL     DECEMBER     NOVEMBER      OCTOBER    SEPTEMBER     AND OVER OLDST
-----------------------------------------------------------------------------------------------------------------------------------
000004   0001 INSURANCE CORPORATION OF B.C.     D      107.50          .00          .00          .00          .00       107.50
              GREEN, RICK VS. BLACK, BOB
000888   0001 JOHN DOE                          D    1,029.58          .00          .00          .00          .00     1,029.58
              M.V.A. - DEC. 12/06
000888   0003 JOHN DOE                          D    1,964.16          .00          .00          .00          .00     1,964.16
              M.V.A. - FEB. 14/05
                                                    ----------   ----------   ----------   ----------   ----------   ----------
              000888   CLIENT TOTAL             D    2,993.74          .00          .00          .00          .00     2,993.74
                                                    ----------   ----------   ----------   ----------   ----------   ----------
              LAWYER TOTALS                     D    3,101.24          .00          .00          .00          .00     3,101.24



01/31/07  15:23:10                                          IdeaLaw Ltd.                                                  PAGE: 3
                                  AGED TIME/DISBURSEMENT REPORT FOR WORKING LYR DAVID P. BARTLETT
                                                     RANGING FROM FIRST TO LAST
                                               REPORT PRINTED AS AT Tue, Jan 31 2007
-----------------------------------------------------------------------------------------------------------------------------------
                                                                                                                        AUGUST  DATE
CLIENT/MATTER DESCRIPTION                               TOTAL     DECEMBER     NOVEMBER      OCTOBER    SEPTEMBER     AND OVER OLDST
-----------------------------------------------------------------------------------------------------------------------------------
000004   9999 INSURANCE CORPORATION OF B.C.     T      750.00       750.00          .00          .00          .00          .00
              NON-BILLABLE ADMINISTRATIVE &
                                                    ----------   ----------   ----------   ----------   ----------   ----------
              LAWYER TOTALS                     T      750.00       750.00          .00          .00          .00          .00



01/31/07  15:23:10                                          IdeaLaw Ltd.                                                  PAGE: 4
                                   AGED TIME/DISBURSEMENT REPORT FOR WORKING LYR Mary Anne Smith
                                                     RANGING FROM FIRST TO LAST
                                               REPORT PRINTED AS AT Tue, Jan 31 2007
-----------------------------------------------------------------------------------------------------------------------------------
                                                                                                                        AUGUST  DATE
CLIENT/MATTER DESCRIPTION                               TOTAL     DECEMBER     NOVEMBER      OCTOBER    SEPTEMBER     AND OVER OLDST
-----------------------------------------------------------------------------------------------------------------------------------
000004   9999 INSURANCE CORPORATION OF B.C.     T      375.00       375.00          .00          .00          .00          .00
              NON-BILLABLE ADMINISTRATIVE &
012345   0000 XYZ CORPORATION LTD.              T      125.00       125.00          .00          .00          .00          .00
              CORPORATE MATTERS
                                                    ----------   ----------   ----------   ----------   ----------   ----------
              LAWYER TOTALS                     T      500.00       500.00          .00          .00          .00          .00



01/31/07  15:23:10                                          IdeaLaw Ltd.                                                  PAGE: 5
                                 AGED TIME/DISBURSEMENT REPORT FOR WORKING LYR WALTER P. LIGHTFOOT
                                                     RANGING FROM FIRST TO LAST
                                               REPORT PRINTED AS AT Tue, Jan 31 2007
-----------------------------------------------------------------------------------------------------------------------------------
                                                                                                                      AUGUST    DATE
CLIENT/MATTER DESCRIPTION                               TOTAL     DECEMBER     NOVEMBER      OCTOBER    SEPTEMBER     AND OVER OLDST
-----------------------------------------------------------------------------------------------------------------------------------
000004   0001 INSURANCE CORPORATION OF B.C.     T      500.00       500.00          .00          .00          .00          .00
              GREEN, RICK VS. BLACK, BOB
000004   9999 INSURANCE CORPORATION OF B.C.     T    5,250.00     3,750.00          .00          .00     1,500.00          .00
              NON-BILLABLE ADMINISTRATIVE &
                                                    ----------   ----------   ----------   ----------   ----------   ----------
              000004   CLIENT TOTAL             T    5,750.00     4,250.00          .00          .00     1,500.00          .00


000888   0001 JOHN DOE                          T    1,618.75     1,618.75          .00          .00          .00          .00
              M.V.A. - DEC. 12/06
000888   0003 JOHN DOE                          T  140,000.00          .00          .00          .00          .00   140,000.00
              M.V.A. - FEB. 14/05
                                                    ----------   ----------   ----------   ----------   ----------   ----------
              000888   CLIENT TOTAL             T  141,618.75     1,618.75          .00          .00          .00   140,000.00


012345   0000 XYZ CORPORATION LTD.              T      875.00       875.00          .00          .00          .00          .00
              CORPORATE MATTERS
                                                    ----------   ----------   ----------   ----------   ----------   ----------
              LAWYER TOTALS                     T  148,243.75     6,743.75          .00          .00     1,500.00   140,000.00




01/31/07  15:23:10                                          IdeaLaw Ltd.                                                  PAGE: 6
                                     AGED TIME/DISBURSEMENT REPORT FOR WORKING LYR GRAND TOTALS
                                                     RANGING FROM FIRST TO LAST
                                               REPORT PRINTED AS AT Tue, Jan 31 2007
-----------------------------------------------------------------------------------------------------------------------------------
                                                                                                                      AUGUST    DATE
CLIENT/MATTER DESCRIPTION                               TOTAL     DECEMBER     NOVEMBER      OCTOBER    SEPTEMBER     AND OVER OLDST
-----------------------------------------------------------------------------------------------------------------------------------

                                                    ----------   ----------   ----------   ----------   ----------   ----------
              GRAND TOTALS                      T  149,593.75     8,093.75          .00          .00     1,500.00   140,000.00
                                                D    3,101.24          .00          .00          .00          .00     3,101.24
                                                    ==========   ==========   ==========   ==========   ==========   ==========