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Fees Collected for Selected Fees Billed
Scope and Purpose
The purpose of this report is to show fees collected in a period for selected fees billed in a potentially different period.
With the invoice as the lowest level of detail, its scope extends across calculating allocated fees collected measures for allocated fees billed based on a separate date range, as well as the same measures based on client or matter level role. The report also includes Firm (Office), Practice Groups, Area of Practice and Industry as optional reporting dimensions.
The Report
Access
Filter Options
Preselect Tab
The lowest level of detail for this report is the invoice, therefore the receipts - if multiple in the period for the range of fees billed selected – are summarized as the “Fees Collected” measure for the perspective selected.
The primary date range relates to the transaction date of the receipt (the deposit). It defines the period for the receipts to be considered for the fees collected.
The secondary date range relates to the transaction date of the invoice that would have triggered the fees billed receipted. It defines the period for the invoices to be considered for the fees billed measure.
If the report is executed with a secondary date range with no from-date (i.e., 31/12/1899) and a to-date to match the one for fees collected, then the results would include all receipts for the period regardless of the date of the invoices (the fees billed). If the report is executed with a matching date range for both date filters, then then the results would include all receipts for the period on invoices (fees billed) in the same period.
Details Tab
Decide on the reporting dimensions to group or filter. In this example we are grouping by working member only.
Additional Tab
Select “Only Summary” to summarize the results by lowest reporting dimension selected in the “Details” tab. In this example we summarize by working member.
Page Breaks and Sort Order
Measures
Fee Override & Fees Credited:
Shows the fees billed after write-ups and write-downs but before discounts, reduced by any fees credited, on the invoices that meet the filter criteria.
Net Fees Billed:
Shows the fees billed after write-ups, write-downs and discounts, reduced by any fees credited, on the invoices that meet the filter criteria.
Net Fees Collected:
Shows the fees collected in the period selected on the first date range, for the invoices that meet the filter criteria.
Examples
Example showing receipts received from September 1st to December 31st on invoices dated from January 1st to December 31st
Example showing receipts received from September 1st to December 31st on all invoices up to December 31st (the from date of the second date range was left as 30-12-1899).
Report output
Summary
Details
