Ideal Online Documentation

14333 T/B LISTINGS, REPORTS AND FORMS
TB5-22 Monthly Billings

 

PURPOSE

 

The monthly billings report prints billings for the current month by assigned lawyer, signing lawyer, responsible lawyer or clients. You have the option of sorting by completed bills, bills outstanding or both.

 

Monthly Billings is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Monthly Billings from the Time Billing Reports menu. The following prompts display.

 

(1) BY ASSIGNED LAWYER
(2) BY SIGNING LAWYER
(3) BY RESPONSIBLE LAWYER
(4) BY CLIENT
** ENTER SELECTION (ENTER='1'):

 

[Enter] to accept default value "1".

 

"1" to select monthly billings by assigned 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 monthly billings by signing 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.

 

"3" to select monthly billings by responsible 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.

 

"4" to select monthly billings by client.

 

[F4] to exit to menu.

 

** SORTED BY BILL TYPE ? (Y/N):  Y

 

[Enter] to accept default value "Y".

 

"Y" to sort by bill type.

 

(1) COMPLETED BILLS
(2) BILLS IN PROGRESS
(3) BOTH 1 AND 2
** ENTER SELECTION (ENTER='1'):

 

[Enter] to accept default value "1".

 

"1" to sort by completed bills.

 

"2" to sort by bills in progress.

 

"3" to sort by both completed bills and bills in progress.

 

[F3] to return to the previous field.

 

"N" to not sort by bill type.

 

[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 Monthly Billing Report printout follows.

  



                                                            IdeaLaw Ltd.
02/07/07  14:48:16                                                                                                        PAGE: 1
                                           MONTHLY BILLING REPORT BY CLIENT FOR ALL BILLS
                                               REPORT PRINTED AS AT Sat, Aug 31 2006
-----------------------------------------------------------------------------------------------------------------------------------
       CLIENT/                                                        FEES/
BILL#  MATTER                                 DATE     SOURCE        DISB'S          GST          PST          TOTAL    ADJUSTMENTS
-----------------------------------------------------------------------------------------------------------------------------------
000027 000888   JOHN DOE                      08/06/06 RB0045      2,500.00                                 2,500.00
       0001     M.V.A. - DEC. 12/94                                1,029.58        72.07        72.07       1,173.72
                                                                 ----------   ----------   ----------     ----------     ----------
PRE-BILLED TOTALS:                      RECORDS: 1                 2,500.00                                 2,500.00
                                                                   1,029.58        72.07        72.07       1,173.72
                                                                 ----------   ----------   ----------     ----------     ----------
                                                                   3,529.58        72.07        72.07       3,673.72            .00
                                                                 ==========   ==========   ==========     ==========     ==========



                                                             IdeaLaw Ltd.
02/07/07  14:48:16                                                                                                        PAGE: 2
                                           MONTHLY BILLING REPORT BY CLIENT FOR ALL BILLS
                                               REPORT PRINTED AS AT Sat, Aug 31 2006
-----------------------------------------------------------------------------------------------------------------------------------
       CLIENT/                                                        FEES/
BILL#  MATTER                                 DATE     SOURCE        DISB'S          GST          PST          TOTAL    ADJUSTMENTS
-----------------------------------------------------------------------------------------------------------------------------------
I00055 000003   TED CROWTHER                  05/10/05 TB0039      2,500.00       175.00       175.00       2,850.00
       0001     TAXATION ADVICE                                      300.00         7.00                      307.00
I00056 000001   ABC COMPANY LIMITED           05/10/05 TB0040      5,000.00       350.00       350.00       5,700.00
       0000     GENERAL MATTERS                                      880.08        19.62                      899.70
I00057 000003   TED CROWTHER                  05/10/05 TB0040    250,000.00    17,500.00                  267,500.00
       0000     VS. ROBERT BONNER                                    300.00         7.00                      307.00     246,500.00
I00058 000003   TED CROWTHER                  05/10/05 TB0040                                                    .00
       0001     TAXATION ADVICE                                       70.00         4.90                       74.90
I00059 000002   SHANE & MARNIE GUNTHER        05/10/05 TB0040     20,000.00     1,400.00     1,400.00      22,800.00
       0000     PURCHASE OF EXPO SITE                                270.00         4.90                      274.90      12,612.50
I00060 000003   TED CROWTHER                  05/10/05 TB0040                                                    .00
       0005     VS. JOE PATIENT - COLLECTION                         270.00         4.90                      274.90
I00061 000003   TED CROWTHER                  05/10/05 TB0040      1,200.00        84.00        84.00       1,368.00
       0099     GENERAL COLLECTION AND                                70.00         4.90                       74.90
I00062 000002   SHANE & MARNIE GUNTHER        05/16/05 TB0041     20,000.00     1,400.00     1,400.00      22,800.00
       0000     PURCHASE OF EXPO SITE                                                                            .00      20,000.00
I00063 000004   INSURANCE CORPORATION OF B.C. 05/16/05 TB0041      1,476.50                                 1,476.50
       0002     SMITH, BOB VS. JONES, RICK                           120.00                                   120.00
I00064 000005   STEVE & BECKY ROOSDAHL        05/16/05 TB0041      5,000.00       350.00       350.00       5,700.00
       0000     MULTIPLE MURDER CHARGES                               90.00         6.30                       96.30
I00065 000100   IDEAL WIDGET COMPANY          05/16/05 TB0041      3,000.00       210.00       210.00       3,420.00
       0000     GENERAL CORPORATE MATTERS                            129.30         9.05                      138.35
I00066 012345   XYZ CORPORATION LTD.          05/16/05 TB0041        600.00        42.00        42.00         684.00
       0000     CORPORATE MATTERS                                     70.00         4.90                       74.90
I00067 000888   JOHN DOE                      05/16/05 TB0041        150.00        10.50        10.50         171.00
       0002     WILL                                                  95.00         6.65                      101.65        -390.00
I00068 NUMMKEI  MR. KEITH NUMMELA             05/16/05 TB0041      1,000.00        70.00        70.00       1,140.00
       0000     PERSONAL TAX MATTERS                                  70.00         4.90                       74.90
I00069 000004   INSURANCE CORPORATION OF B.C. 05/16/05 TB0041      1,080.00                                 1,080.00
       0099     GENERAL COLLECTION ADVICE                             70.00                                    70.00
I00070 000002   SHANE & MARNIE GUNTHER        05/16/05 TB0042    250,000.00    17,500.00    17,500.00     285,000.00
       0000     PURCHASE OF EXPO SITE                                                                            .00     250,000.00
                                                                 ----------   ----------   ----------     ----------     ----------
AUTO INVOICE TOTALS:                    RECORDS: 16              561,006.50    39,091.50    21,591.50     621,689.50
                                                                   2,804.38        85.02                    2,889.40     528,722.50
                                                                 ----------   ----------   ----------     ----------     ----------
                                                                 563,810.88    39,176.52    21,591.50     624,578.90     528,722.50
                                                                 ==========   ==========   ==========     ==========     ==========


...
                                                            IdeaLaw Ltd.
02/07/07  14:48:18                                                                                                        PAGE: 4
                                           MONTHLY BILLING REPORT BY CLIENT FOR ALL BILLS
                                               REPORT PRINTED AS AT Sat, Aug 31 2006
-----------------------------------------------------------------------------------------------------------------------------------
       CLIENT/                                                        FEES/
BILL#  MATTER                                 DATE     SOURCE        DISB'S          GST          PST          TOTAL    ADJUSTMENTS
-----------------------------------------------------------------------------------------------------------------------------------

000003 000003   TED CROWTHER                  04/28/03 NEW            IN PROGRESS
       0000     VS. ROBERT BONNER
000004 000002   SHANE & MARNIE GUNTHER        04/29/03 NEW            IN PROGRESS
       0000     PURCHASE OF EXPO SITE
000005 000004   INSURANCE CORPORATION OF B.C. 05/11/03 NEW            IN PROGRESS
       0001     GREEN, RICK VS. BLACK, BOB
000011 000002   SHANE & MARNIE GUNTHER        09/24/03 NEW            IN PROGRESS
       0000     PURCHASE OF EXPO SITE
000014 000003   TED CROWTHER                  01/12/05 NEW            IN PROGRESS
       0000     VS. ROBERT BONNER
000024 000001   ABC COMPANY LIMITED           01/09/07 NEW            IN PROGRESS
       0000     GENERAL MATTERS
000025 000001   ABC COMPANY LIMITED           01/09/07 NEW            IN PROGRESS
       0001     EXTRA-PROVINCIAL REGISTRATION
000026 000001   ABC COMPANY LIMITED           01/09/07 NEW            IN PROGRESS
       0002     TAKEOVER OF XYZ CORPORATION
                                                                 ----------   ----------   ----------     ----------     ----------
ADJUSTMENTS TOTALS:                     RECORDS: 0                                                               .00
                                                                                                                 .00
                                                                 ----------   ----------   ----------     ----------     ----------
                                                                        .00          .00          .00            .00            .00
                                                                 ==========   ==========   ==========     ==========     ==========



                                                             IdeaLaw Ltd.
02/07/07  14:48:18                                                                                                        PAGE: 5
                                           MONTHLY BILLING REPORT BY CLIENT FOR ALL BILLS
                                               REPORT PRINTED AS AT Sat, Aug 31 2006
-----------------------------------------------------------------------------------------------------------------------------------
       CLIENT/                                                        FEES/
BILL#  MATTER                                 DATE     SOURCE        DISB'S          GST          PST          TOTAL    ADJUSTMENTS
-----------------------------------------------------------------------------------------------------------------------------------

GRAND TOTALS:                           RECORDS: 17              563,506.50    39,091.50    21,591.50     624,189.50
                                                                   3,833.96       157.09        72.07       4,063.12     528,722.50
                                                                 ----------   ----------   ----------     ----------     ----------
                                                                 567,340.46    39,248.59    21,663.57     628,252.62     528,722.50
                                                                 ==========   ==========   ==========     ==========     ==========