Overview

The Receipt Allocations Summary report will summarize all of the total billed and payments collected for firm members. You can view the totals for fees, expenses, and client/matter totals. You can view the report by Client or Matter and view by employee type whether the firm member is a charge member, client originator, client manager, matter originator, or matter manager.

How To View Receipt Allocations Summary Report

Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Receipt Allocations Summary
On the Receipt Allocations Summary report page, you will be prompted to select a the report type, employee type, and employee role to view collections summary.
Select Report By: Client or Matter in the dropdown.
Select Employee Type: Member, Client/Matter Originator, Client/Matter Manager.
Select the employee from the next dropdown field based on your employee type selection.
You will see all the billed and paid amounts for the report options you selected.
You can additionally filter by:
- Report By
  - Client
  - Matter
- Employee Type
  - Member
  - Client Originator (when Report By is "Client")
  - Client Manager (when Report By is "Client")
  - Matter Originator (when Report By is "Matter")
  - Matter Manager (when Report By is "Matter")
- As Of date which is by the invoice date
Click "Export Reports" to view your report in CSV or PDF format
- Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.