Ideal Online Documentation

14323 T/B LISTINGS, REPORTS AND FORMS
TB5-12 Hours Worked Summary

 

PURPOSE

 

The hours worked summary report prints in summary format billable time, billed time, adjustments, writeoffs, and unbilled time for any or all timekeepers specified. You may specify month to date, year to date and/or project to date.

 

Hours Worked Summary is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Hours Worked Summary from the Time Billing Reports menu. The following prompts display.

 

** INCLUDE MONTH TO DATE TOTALS ? (Y/N):  Y

 

[Enter] to accept the default value "Y".

 

"Y" to include month to date totals.

 

"N" to not include month to date totals.

 

[F4] to exit to menu.

 

** INCLUDE YEAR TO DATE TOTALS ? (Y/N):  Y

 

[Enter] to accept the default value "Y".

 

"Y" to include year to date totals.

 

"N" to not include year to date totals.

 

[F3] to return to the previous field.

 

** INCLUDE PROJECT TO DATE TOTALS ? (Y/N):  Y

 

[Enter] to accept the default value "Y".

 

"Y" to include project totals.

 

"N" to not include project totals.

 

[F3] to return to the previous field.

 

** STARTING LAWYER (ENTER=1ST):

 

Enter lawyer/timekeeper to begin report.

 

[Enter] to begin with first lawyer in system.

 

[F3] to return to th previous field.

 

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

 

** ENDING LAWYER (ENTER=LAST):

 

Enter lawyer/timekeeper to end report.

 

[Enter] to end with last lawyer in the system.

 

[F3] to return to the previous field.

 

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

 

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

 

Enter number of copies to print.

 

[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 Hours Worked Summary Report printout follows.

  



                                                       IdeaLaw Ltd.
02/06/07  14:28:34                            HOURS WORKED SUMMARY REPORT                                     PAGE: 1
                                         REPORT PRINTED AS AT Tue, Dec 31 2006
------------------------------------------------------------------------------------------------------------------------
   CHGBL    BUDGET  VARIANCE    VAR.     OPENING     BILLABLE        BILLED            TIME             TIME    UNBILLED
   HOURS     HOURS     HOURS      %         TIME         TIME          TIME        ADJUST'S       WRITE-OFFS        TIME
------------------------------------------------------------------------------------------------------------------------

MICHAEL WATKINS
M     10      160      150-     6.25                      100                                                        100
Y     10                10      0.0%                      100                                                        100
P     10                10      0.0%                      100                                                        100

DAVID P. BARTLETT
M     37      150      113-    24.67                  175,233       196,735          22,253                          750
Y     64                64      0.0%                  178,745       203,718          25,723                          750
P     64                64      0.0%                  178,745       203,718          25,723                          750

IRVING M. WORF
M     22      150      128-    14.73                  163,195       163,448             253
Y     92                92      0.0%                  173,083       177,668           4,585
P     92                92      0.0%                  173,083       177,668           4,585

JASON MACLEOD
M     20      175      155-    11.66        4,000     497,653-        3,395         497,147                          100
Y    258               258      0.0%          600     469,236-    1,104,440       1,573,226               50         100
P    258               258      0.0%          600     469,236-    1,104,440       1,573,226               50         100

PAUL PARALEGAL
M     38      100       62-    38.20                   22,729        23,824           1,095
Y     62                62      0.0%                   24,531        25,873           1,342
P     62                62      0.0%                   24,531        25,873           1,342

STEVEN L. ROSEVELT
M     35      175      140-    19.89                    4,230        20,827          16,597
Y    205               205      0.0%                   24,102       644,307         620,206
P    205               205      0.0%                   24,102       644,307         620,206

Mary Anne Smith
M      7      100       93-     7.00                      500                           125              125         500
Y      7                 7      0.0%                      500                           125              125         500
P      7                 7      0.0%                      500                           125              125         500

SALLY SECRETARY
M     14       25       11-    56.80                      710           731              21
Y     30                30      0.0%           50-      1,480         2,145             715
P     30                30      0.0%           50-      1,480         2,145             715

WALTER P. LIGHTFOOT
M     88      150       62-    58.90                  302,854       154,548              62-                     148,244
Y    129               129      0.0%                  308,689       164,547           4,102                      148,244
P    129               129      0.0%                  308,689       164,547           4,102                      148,244

COMPANY TOTALS
M    272    1,185      913-    22.96        4,000     171,898       563,507         537,428              125     149,694
Y    857               857      0.0%          550     241,993     2,322,698       2,230,024              175     149,694
P    857               857      0.0%          550     241,993     2,322,698       2,230,024              175     149,694