Ideal Online Documentation

14316 T/B LISTINGS, REPORTS AND FORMS
TB5-05 Billing Summary

 

PURPOSE

 

The billing summary report prints billings, unbilled time and disbursements, and A/R fees and disbursements for the month to date and year to date by lawyer and other staff members. A company summary is included that shows company totals exclusive and inclusive of PST and GST amounts.

 

Billing Summary Report is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Billing Summary 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 Working Lawyer Billing Summary Report printout follows.

 


02/05/07  13:02:33                                           IdeaLaw Ltd.                                                 PAGE: 1
                                               WORKING LAWYER BILLING SUMMARY REPORT
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
-----------------------------------------------------------------------------------------------------------------------------------
                            MTD FEE     YTD FEE    UNBILLED    UNBILLED       FEE &    BILLABLE    BILLABLE    NON-BILL.   NON-BILL.
LAWYER                     BILLINGS    BILLINGS        TIME        DISB.   DISB A/R   HRS - MTD   HRS - YTD   HRS - MTD   HRS - YTD
-----------------------------------------------------------------------------------------------------------------------------------

DAVID P. BARTLETT           196,735     203,718         750                 194,725       37.00       63.75         .00        5.00
IRVING M. WORF              163,448     177,668                             161,472       22.10       92.35         .00        5.00
JASON MACLEOD                 3,395   1,104,440         100                 307,859       20.40      258.15        8.00       18.00
STEVEN L. ROOSDAHL           20,827     644,307                             102,935       34.80      204.80         .00       10.00
MARY ANNE SMITH                                         500                                7.00        7.00         .00         .00
WALTER P. LIGHTFOOT         154,548     164,547     148,244                 153,071       88.35      129.35         .00        3.00
                         ----------  ----------  ----------  ----------  ----------  ----------  ----------  ----------  ----------
LAWYER TOTALS               538,952   2,294,680     149,594                 920,062      209.65      755.40        8.00       41.00
_____________

MICHAEL WATKINS                                         100                               10.00       10.00         .00         .00
DISBURSEMENT BILLINGS                                             3,101       3,356         .00         .00         .00         .00
PAUL PARALEGAL               23,824      25,873                              23,420       38.20       62.23         .00        3.00
SALLY SECRETARY                 731       2,145                                 435       14.20       29.60         .00        4.00
                         ----------  ----------  ----------  ----------  ----------  ----------  ----------  ----------  ----------
SUPPORT STAFF                24,555      28,018         100       3,101      27,212       62.40      101.83         .00        7.00
_____________

                         ----------  ----------  ----------  ----------  ----------  ----------  ----------  ----------  ----------
COMPANY (EXCL.TAX)          563,507   2,322,698     149,694       3,101     947,274      272.05      857.23        8.00       48.00
__________________

PROVINCIAL SALES TAX         21,592      70,076                              28,862         .00         .00         .00         .00
GOODS & SERVICES TAX         39,092     161,206                              64,202         .00         .00         .00         .00
                         ----------  ----------  ----------  ----------  ----------  ----------  ----------  ----------  ----------
COMPANY (INCL.TAX)          624,190   2,553,980     149,694       3,101   1,040,337      272.05      857.23        8.00       48.00
__________________
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