Ideal Online Documentation

14327 T/B LISTINGS, REPORTS AND FORMS
TB5-16 Lawyer A/R Analysis

 

PURPOSE

 

The lawyer A/R analysis program prints a report of current billings, adjustments, and receipts by working lawyer, assigned lawyer, group or clients. You may specify month to date, year to date and/or project to date totals. You can include fees, disbursements or both and print a summary or detail report.

 

Lawyer A/R Analysis is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Lawyer A/R Analysis 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 CODE
** ENTER SELECTION (ENTER='1'):

 

[Enter] to accept displayed default.

 

"1" to select analysis by working lawyer.

 

** FOR LAWYER? (ENTER=ALL):

 

Enter lawyer/timekeeper to select.

 

[Enter] to select all lawyers.

 

[F3] to return to selection criteria.

 

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

 

"2" to select analysis by assigned lawyer.

 

** FOR LAWYER? (ENTER=ALL):

 

Enter lawyer/timekeeper to select.

 

[Enter] to select all lawyers.

 

[F3] to rturn to selection criteria.

 

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


"3" to select analysis 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 analysis by client.

 

** ENTER CLIENT CODE (ENTER=ALL):

 

Enter client code to select.

 

[Enter] to include all clients.

 

[F3] to return to selection criteria.

 

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

 

[F4] to exit to menu.

 

** 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.

 

[F3] to return to the previous field.

 

** 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):  N

 

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

 

"Y" to include project to date totals.

 

"N" to not include project to date totals.

 

[F3] to return to the previous field.

 

** SUMMARY/DETAILED ? (S/D):

 

"S" to print summary data.

 

"D" to print detailed data.

 

[F3] to return to the previous field.

 

** PAGE BREAK ? (Y/N) N

 

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

 

"Y" to add a page break after each entry.

 

"N" to not add a page break after each entry.

 

[F3] to return to the previous field.

 

** SUMMARIZE TAX TOTALS ? (Y/N): YES

 

This field defaults to the value defined during system setup. No entry is possible.

 

** INCLUDE FEES/DISBURSMENTS/BOTH (F/D/B):  B

 

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

 

"F" to include only Fees.

 

"D" to include only Disbursements.

 

"B" to include Both fees and disbursements.

 

[F3] to return to the previous field.

 

** NUMBER OF COPIES:

 

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.

 

Example Summarized and Detailed Lawyer Analysis Report printouts follow.

  



02/06/07  16:40:16                                           IdeaLaw Ltd.                                                 PAGE: 1
                                      SUMMARIZED LAWYER A/R ANALYSIS REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                                       (FEES & DISBURSEMENTS)
-----------------------------------------------------------------------------------------------------------------------------------
                                                    OPENING                     A/R      A/R WO'S      CASH     CLOSING     BILLING
CLIENT/MATTER                                           A/R    BILLINGS    ADJUST'S   BD'S & DR'S  RECEIPTS         A/R    ADJUST'S
-----------------------------------------------------------------------------------------------------------------------------------

PROVINCIAL SALES TAX                        M         8,843      21,592           0           0       1,573      28,862           0
                                            Y         1,152      70,076           0       2,671-     39,696      28,862           0


GOODS & SERVICES TAX                        M        29,772      39,177           0           0       4,746      64,202           0
                                            Y         1,344     162,062           0      23,078-     76,126      64,202           0


DISBURSEMENT BILLINGS                       M         1,702       2,804           0           0       1,150       3,356           0
                                            Y             0      11,562           0       3,500      11,706       3,356       - 247


DAVID P. BARTLETT                           M           150     196,735           0           0       2,160     194,725      22,253
                                            Y             0     203,718           0       6,833-      2,160     194,725      25,723


IRVING M. WORF                              M           402-    163,448           0           0       1,573     161,472         253
                                            Y         1,512     177,668           0      10,026-      7,681     161,472       4,585


JASON MACLEOD                               M       373,277       3,395           0      20,102-     48,711     307,859     497,147
                                            Y        17,080   1,109,878      33,036     301,745-    550,391     307,859   1,576,747


PAUL PARALEGAL                              M            38      23,824           0           0         441      23,420       1,095
                                            Y             0      25,873           0       1,135-      1,318      23,420       1,342


STEVEN L. ROSEVELT                          M        95,998      20,827           0           0      13,889     102,935      16,597
                                            Y        20,988-    650,226          89       4,524-    521,868     102,935     620,368


SALLY SECRETARY                             M            70         731           0           0         366         435          21
                                            Y             0       2,190           0       1,194-        561         435         715


WALTER P. LIGHTFOOT                         M           745     154,548           0           0       2,223     153,071         -62
                                            Y             0     164,547           0       7,164-      4,312     153,071       4,102


REPORT TOTALS (EXCLUDING TAX)               M       471,578     566,311           0      20,102-     70,513     947,274     537,303
                                            Y         2,396-  2,345,662      33,126     329,121-  1,099,998     947,274   2,233,335
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========


REPORT TOTALS (INCLUDING TAX)               M       510,193     627,079           0      20,102-     76,833   1,040,337     537,303
                                            Y           100   2,577,800      33,126     354,870-  1,215,819   1,040,337   2,233,335
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========







02/12/07  16:21:16                                           IdeaLaw Ltd.                                                 PAGE: 1
                                       DETAILED LAWYER A/R ANALYSIS REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                         LAWYER: WALTER P. LIGHTFOOT (FEES & DISBURSEMENTS)
-----------------------------------------------------------------------------------------------------------------------------------
                                                    OPENING                     A/R      A/R WO'S      CASH     CLOSING     BILLING
CLIENT/MATTER                                           A/R    BILLINGS    ADJUST'S   BD'S & DR'S  RECEIPTS         A/R    ADJUST'S
-----------------------------------------------------------------------------------------------------------------------------------

000002    SHANE & MARNIE GUNTHER            M             0       2,223           0           0       2,223           0           0
0000  PURCHASE OF EXPO SITE                 Y             0       2,223           0           0       2,223           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000003    TED CROWTHER                      M             0         787           0           0           0         787         142
0000  VS. ROBERT BONNER                     Y             0       7,951           0       7,164-          0         787       4,306
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000004    INSURANCE CORPORATION OF B.C.     M           745           0           0           0           0         745           0
0002  SMITH, BOB VS. JONES, RICK            Y             0       2,835           0           0       2,090         745           0

000004    INSURANCE CORPORATION OF B.C.     M             0           0           0           0           0           0        -500
9999  NON-BILLABLE ADMINISTRATIVE &         Y             0           0           0           0           0           0        -500
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M           745           0           0           0           0         745        -500
                                            Y             0       2,835           0           0       2,090         745        -500
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000100    IDEAL WIDGET COMPANY              M             0       1,400           0           0           0       1,400         420
0000  GENERAL CORPORATE MATTERS             Y             0       1,400           0           0           0       1,400         420
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000888    JOHN DOE                          M             0         139           0           0           0         139        -124
0002  WILL                                  Y             0         139           0           0           0         139        -124
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
012345    XYZ CORPORATION LTD.              M             0     150,000           0           0           0     150,000           0
0000  CORPORATE MATTERS                     Y             0     150,000           0           0           0     150,000           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
LAWYER TOTALS                               M           745     154,548           0           0       2,223     153,071         -62
                                            Y             0     164,547           0       7,164-      4,312     153,071       4,102

  % OF REPORT TOTALS (EXCL.TAX)             M        100.00%     100.00%     100.00%     100.00%     100.00%     100.00%    100.00%
                                            Y        100.00%     100.00%     100.00%     100.00%     100.00%     100.00%    100.00%
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========