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QUESTION: Can you please explain why the highlighted on the Lawyer Activity report is showing a negative number. listed under the member classification “Other”?
RESPONSE: A negative allocated fee can be the result of an invoice cancellation, a credit note for fees billed or a manual allocation in a period where the affected member does not have sufficient allocated fees to offset the negative value. To identify the specific cause, expand the presentation of the summary for the reporting classification “Other” to see the allocated-to member affected. Once identified, execute the fee allocation report for the member for the same period to identify the matter and object causing the allocated-fee value reported.