Ideal Online Documentation

14335 T/B LISTINGS, REPORTS AND FORMS
TB5-24 Preliminary Billing Summary Report

 

PURPOSE

 

The preliminary billing summary report program prints a summary of unbilled, prebilled, trust, A/R and bad debt amounts by lawyer, group or billing cycle. You may specify minimum or all amounts. This program is typically used to summarize billings prior to printing the actual bills that will be sent to clients.

 

Preliminary Billing Summary Report is accessed from:

  • Bill Processing menu.

 

PROCEDURE

 

Select Preliminary Billing Summary Report from the Bill Processing menu. The following prompts display.

 

(1) BY LAWYER
(2) BY GROUP CODE
(3) BY CYCLE
** ENTER SELECTION (ENTER='1'):

 

[Enter] to accept default value "1".

 

"1" to sort by lawyer.

 

** ENTER SELECTED LAWYER (F2='ALL'):

 

Enter lawyer/timekeeper to include.

 

[F2] to include all lawyers.

 

[F3] to return to selection criteria.

 

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

 

"2" to sort by group code

 

** ENTER SELECTED GROUP (F2='ALL'):

 

Enter group code to include.

 

[F2] to include all groups.

 

[F3] to return to selection criteria.

 

[F5] to display list of group codes for selection.


"3" to sort by cycle.

 

** ENTER SELECTED CYCLE (F2='ALL'):

 

Enter cycle(s) to include.

 

Enter number of each cycle and press [Enter]. When all cycles have been entered press [Enter] again at the prompt.

 

 

[F2] to include all cycles.

 

[F3] to return to selection criteria.

 

[F4] to exit to menu.

 

** ENTER MINIMUM UNBILLED (ENTER=ALL):

 

Enter minimum unbilled amount to include.

 

[Enter] to include all unbilled amounts.

 

[F3] to return to the previous field.

 

** ENTER MINIMUM PREBILLED (ENTER=ALL):

 

Enter minimum prebilled amount to include.

 

[Enter] to include all prebilled amounts.

 

[F3] to return to the previous field.

 

** ENTER MINIMUM TRUST (ENTER=ALL):

 

Enter minimum trust amount to include.

 

[Enter] to include all trust amounts.

 

[F3] to return to the previous field.

 

** ENTER MINIMUM ACCOUNTS RECEIVABLE (ENTER=ALL):

 

Enter minimum A/R amount to include.

 

[Enter] to include all A/R amounts.

 

[F3] to return to the previous field.

 

** ENTER MINIMUM BAD DEBTS (ENTER=ALL):

 

Enter minimum bad debt amount to include.

 

[Enter] to include all bad debt amounts.

 

[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 Preliminary Billing Summary Report printout follows.

  



                                                            IdeaLaw Ltd. 
02/13/07  12:01:57                                                                                                 PAGE: 1
                                                PRELIMINARY BILLING SUMMARY REPORT
                                              ASSIGNED LAWYWER: JM   - JASON MACLEOD
                                                       FROM: FIRST TO: LAST
                                              REPORT PRINTED AS AT Tue, Dec 31 2006
----------------------------------------------------------------------------------------------------------------------------------
CLIENT                                                   UNBILLED     UNBILLED    BAD DEBTS &    CDN TRUST     US TRUST       A/R
MATTER                                     PRE-BILLED        TIME       DISB'S    DEBT RECOV.      BALANCE      BALANCE   BALANCE
----------------------------------------------------------------------------------------------------------------------------------

ABC COMPANY LIMITED                      000001
0000     GENERAL MATTERS                         .00          .00          .00    10,173.88      24,690.62          .00   3,299.94
0001     EXTRA-PROVINCIAL REGISTRATION           .00          .00          .00          .00     108,400.00          .00        .00
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------
                                                 .00          .00          .00    10,173.88     133,090.62          .00   3,299.94
CROWTHER, TED                            000003
0000     VS. ROBERT BONNER                       .00          .00          .00   299,300.00      20,400.00          .00 535,868.30
0001     TAXATION ADVICE                         .00          .00          .00          .00            .00          .00  72,784.62
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------
                                                 .00          .00          .00   299,300.00      20,400.00          .00 608,652.92
IDEAL WIDGET COMPANY                     000100
0000     GENERAL CORPORATE MATTERS               .00          .00          .00          .00            .00          .00   3,986.35
INSURANCE CORPORATION OF B.C.            000004
0002     SMITH, BOB VS. JONES, RICK              .00          .00          .00          .00            .00          .00   2,832.07
ROOSDAHL, STEVE & BECKY                  000005
0000     MULTIPLE MURDER CHARGES                 .00          .00          .00     4,750.00            .00          .00   7,627.05
XYZ CORPORATION LTD.                     012345
0000     CORPORATE MATTERS                       .00     1,100.00          .00          .00            .00          .00     758.90
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------
          LAWYER TOTAL                           .00     1,100.00          .00   314,223.88     153,490.62          .00 627,157.23
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------




                                                            IdeaLaw Ltd. 
02/13/07  12:01:58                                                                                                 PAGE: 2
                                                PRELIMINARY BILLING SUMMARY REPORT
                                           ASSIGNED LAWYWER: SLR  - STEVEN L. ROOSDAHL
                                                       FROM: FIRST TO: LAST
                                              REPORT PRINTED AS AT Tue, Dec 31 2006
----------------------------------------------------------------------------------------------------------------------------------
CLIENT                                                   UNBILLED     UNBILLED    BAD DEBTS &    CDN TRUST     US TRUST       A/R
MATTER                                     PRE-BILLED        TIME       DISB'S    DEBT RECOV.      BALANCE      BALANCE   BALANCE
----------------------------------------------------------------------------------------------------------------------------------

ABC COMPANY LIMITED                      000001
0002     TAKEOVER OF XYZ CORPORATION             .00          .00          .00          .00      14,990.00          .00        .00
DOE, JOHN                                000888
0001     M.V.A. - DEC. 12/04                1,173.72     1,618.75     1,029.58          .00            .00          .00   3,673.72
0002     WILL                                    .00          .00          .00          .00            .00          .00     543.65
0003     M.V.A. - FEB. 14/05                     .00   140,000.00     1,964.16          .00            .00          .00        .00
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------
                                            1,173.72   141,618.75     2,993.74          .00            .00          .00   4,217.37
GUNTHER, SHANE AND MARNIE                000002
0000     PURCHASE OF EXPO SITE                   .00          .00          .00     2,336.80     447,025.10          .00 406,053.48
NUMMELA, MR. KEITH                       NUMMKEI
0000     PERSONAL TAX MATTERS                    .00          .00          .00          .00            .00          .00   1,214.90
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------
          LAWYER TOTAL                      1,173.72   141,618.75     2,993.74     2,336.80     462,015.10          .00 411,485.75
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------




                                                             IdeaLaw Ltd. 
02/13/07  12:01:58                                                                                                 PAGE: 3
                                                PRELIMINARY BILLING SUMMARY REPORT
                                           ASSIGNED LAWYWER: WPL  - WALTER P. LIGHTFOOT
                                                       FROM: FIRST TO: LAST
                                              REPORT PRINTED AS AT Tue, Dec 31 2006
----------------------------------------------------------------------------------------------------------------------------------
CLIENT                                                   UNBILLED     UNBILLED    BAD DEBTS &    CDN TRUST     US TRUST       A/R
MATTER                                     PRE-BILLED        TIME       DISB'S    DEBT RECOV.      BALANCE      BALANCE   BALANCE
----------------------------------------------------------------------------------------------------------------------------------

CROWTHER, TED                            000003
0005     VS. JOE PATIENT - COLLECTION            .00          .00          .00          .00            .00          .00     274.90
0099     GENERAL COLLECTION AND                  .00          .00          .00          .00            .00          .00   1,442.90
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------
                                                 .00          .00          .00          .00            .00          .00   1,717.80
INSURANCE CORPORATION OF B.C.            000004
0001     GREEN, RICK VS. BLACK, BOB              .00       500.00       107.50          .00            .00          .00        .00
0099     GENERAL COLLECTION ADVICE               .00          .00          .00          .00            .00          .00   1,150.00
9999     NON-BILLABLE ADMINISTRATIVE &           .00     6,375.00          .00          .00            .00          .00        .00
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------
                                                 .00     6,875.00       107.50          .00            .00          .00   1,150.00
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------
          LAWYER TOTAL                           .00     6,875.00       107.50          .00            .00          .00   2,867.80
                                          ----------   ----------   ----------   ----------    ----------   ----------  ----------
          REPORT TOTAL                      1,173.72   149,593.75     3,101.24   316,560.68     615,505.72          .001041,510.78
                                          ==========   ==========   ==========   ==========    ==========   ==========  ==========