Ideal Online Documentation

14315 T/B LISTINGS, REPORTS AND FORMS
TB5-04 Billing Budget

 

PURPOSE

 

The billing budget report prints fees budgeted for lawyers and other staff and compares the budgeted amounts with the actual amounts billed for the year to date. Lawyer totals are separated from other staff totals and a company summary is included that shows company totals exclusive and inclusive of PST and GST amounts.

 

Billing Budget Report is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Billing Budget from the Time Billing Reports menu. the following prompts display.

 

** NUMBER OF COPIES ? (ENTER=ONE):

 

Enter number of copies of the report to print.

 

[Enter] to print one copy.

 

[F4] to exit to menu.

 

** 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 Lawyer Billings Budget Report printout follows.

  



02/03/07  14:58:43                              IdeaLaw Ltd.                                    PAGE: 1
                                      LAWYER BILLINGS BUDGET REPORT
                                 FOR THE 2 MONTHS ENDING Tue, Dec 31 2006
----------------------------------------------------------------------------------------------------------
                                    ANNUAL         Y.T.D.         ACTUAL         Y.T.D.         ANNUAL
LAWYER                         BUDGET FEES    BUDGET FEES    Y.T.D. FEES       VARIANCE       VARIANCE
----------------------------------------------------------------------------------------------------------

DAVID P. BARTLETT                  180,000         30,000        203,718        173,718         23,718
IRVING M. WORF                     180,000         30,000        177,668        147,668         (2,332)
JASON MACLEOD                    1,200,000        200,000      1,104,440        904,440        (95,560)
STEVEN L. ROOSDAHL                 648,000        108,000        644,307        536,307         (3,693)
MARY ANNE SMITH                    150,000         25,000                       (25,000)      (150,000)
WALTER P. LIGHTFOOT                120,000         20,000        164,547        144,547         44,547
                                ----------     ----------     ----------     ----------     ----------
LAWYER TOTALS                    2,478,000        413,000      2,294,680      1,881,680       (183,320)
_____________

MICHAEL WATKINS                     19,200          3,200                        (3,200)       (19,200)
PAUL PARALEGAL                      60,000         10,000         25,873         15,873        (34,127)
SALLY SECRETARY                     12,000          2,000          2,145            145         (9,855)                                        
                                ----------     ----------     ----------     ----------     ----------
SUPPORT STAFF                       91,200         15,200         28,018         12,818        (63,182)
_____________

                                ----------     ----------     ----------     ----------     ----------
COMPANY TOTALS (EXCL.TAX)        2,569,200        428,200      2,322,698      1,894,498       (246,502)
_________________________

PROVINCIAL SALES TAX                                              70,076
GOODS & SERVICES TAX                                             161,206
                                ----------     ----------     ----------     ----------     ----------
COMPANY TOTALS (INCL.TAX)        2,569,200        428,200      2,553,980      1,894,498       (246,502)
_________________________
                                ==========     ==========     ==========     ==========     ==========