Timekeeping Integrated Reports – Exalt

The integrated reports use data from timekeeping entry data combined with data in the insolvency database (Note: it is the same database). These integrated reports are available from within the Insol 6 software.

Practice reports

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.

Job Reports

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.