The following integrated reports are available from within the software.
WIP, Billings and Fee Approvals report - Summarises the WIP time entries, Bills raised, fee approvals and fees paid with the Bank Accounts.
This report may also be produced from the practice to see an up-to-the-minute snap shot of time allocated, as compared with the fees approved and a job’s available funds.
Remuneration Report – Report Analysis Summary – The summary report is in line with the corporate standards for summarising time costs.
Remuneration Report - Employee Time Detail by Area – This report details each entry that makes up the configured categorisation so you may identify the time entries that make up the summary report.
Remuneration Report - Employee Time Detail by Employee – The detailed report allows you to see the entries that make up the balances attributed to each employee and task area.
Remuneration Report – Resolutions - This report displays the resolutions set up in the system.
Remuneration Report - Disbursements Summary Analysis –provides summary of disbursements grouped by disbursement types.
Remuneration Report -Disbursements Detail Analysis – provides detail of disbursements grouped by disbursement types. The detailed report displays the entries making up the summary balances.
Remuneration Report – Description of Work Completed displays detailed time entries grouped by Task Area (Assignment Type) and General Description (Code Type).
Report Filters
The reports summarise remuneration, which in turn may be presented to creditors by practitioners in a format that suits the recommendations outlined in the ARITA standards.
You may filter reports by date, job type and billing stage (unposted WIP, posted WIP, draft Bills, posted Bills).
You may also enter fee resolutions and summarise time reports for the date of each resolution.
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