Available Practice Reports

CCH Axcess Practice Report	Practice Management Report	Practice Advantage Report	Description
Accounts Receivable Aging	AR Aging AR Open Item Aging (Custom Library)	AR Ledger Detail AR Summary Aging (90 day or 120 day)	Determines how much billed receivables have accumulated by client per aging bucket, allowing you to see the client's open and historic (unpaid) accounts receivable. You can choose to subtotal finance charge separately. AR can be aged up to seven (7) user-defined intervals. You can select to include or exclude the client's last bill date and bill amount as well as finance charge subtotals and grand totals.
Accounts Receivable Balance Listing	AR Balance Listing	Not Available	Assists in reconciling other reports that have invoice/deposit dates and accounting period dates in different accounting periods. This report lists the AR activity for clients. The report can also be used to view only the sales tax generated for each client and each client's detailed AR activity or sales tax for the date range entered.
Accounts Receivable Collections	AR Collections	Not Available	Lists the outstanding invoices as of the final print ending date entered. The date and amount of the last payment for each client is also included.
Accounts Receivable Detail Aging	AR Open Item	AR Ledger (Detail and Summary Aging)	Includes open (unpaid) or unapplied (credits/debits) accounts receivable. The report shows a balance forward from the starting date entered and detail of all unpaid/unapplied AR transactions after the balance forward to the ending date entered. Balance forward is calculated based on the date range entered and only includes nonhistoric AR. If a date range is not selected, balance forward is not used. You can select to include or exclude finance charge subtotals and grand totals.
Accounts Receivable Payments and Credits	AR Cash Receipts Report	Payments and Adjustments	Shows posted and/or unposted payments and credits for the date range entered. You have the choice of selecting a report that shows payments only, credits only, or a combination of both. You can also select to include posted and unposted transactions, or only posted or only unposted transactions.
Accounts Receivable Reconciliation	AR Reconciliation	AR Reconciliation	Lists all AR activity for a given period, showing a beginning AR balance for each client as of the start date of the report and detailed AR activity for the period entered. The report has a column for each type of activity for each client. This report can be used to reconcile accounts receivable activity for the period.
Accounts Receivable Register	AR Register	Payments and Adjustments	Allows you to identify any errors before posting AR transactions or provides you with a permanent record of the transactions posted.
Accounts Receivable Voids and Corrections	AR Void/Correction Log	Not Available	Provides an audit trail of AR transactions that have been voided or corrected.
AR Sales Tax	Not Available	Not Available	Includes sales tax amounts by client and sales tax authority associated with billing, AR transactions, or both.
Banked Hours	Not Available	Not Available	Includes the staff hours banked, hours used, hours remaining, and the allowance for each staff.
Billed Fee Analysis	Billed Fee Analysis (Custom Library)	Not Available	Summarizes data to compare period to date and year to date summary statistics for fees and expenses. Managers can use this report to review write ups and write downs, realization, and total billed. Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
Billing Register	Billing Register Billing Edit Invoice History	Billing Review	Shows invoice transactions prior to posting, allowing you to review and correct invoices prior to posting. This also gives you a permanent record of the posting transaction. You can select to include only reversed invoices or only non-reversed invoices in the report. For non-reversed invoices, you can select to include staff and service code detail for the WIP on invoices.
Billing Report	Billing Report	Not Available	Shows posted and/or un-posted invoices. This report includes the WIP available, the billed amount, and the remaining WIP. The report also shows the realization percent, percent of the WIP billed, and the write up/down percent.
Billing Worksheet By Project	Billing Worksheet Custom Billing Worksheet	Super WIP Ledger Billing Worksheet Complete Ledger	Used to review WIP and determine which clients need to be billed and how much WIP should be billed. Billers and bill managers can use this report to indicate the amount of WIP adjustments to make prior to the actual billing. Unlike the Billing Worksheet by Service Code report, WIP detail in this report is grouped by project ID. You can select specific project fields to include in the report. Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
Billing Worksheet By Service Code	Billing Worksheet Custom Billing Worksheet	Super WIP Ledger Billing Worksheet Complete Ledger	Used to review WIP and determine which clients need to be billed and how much WIP should be billed. Billers and bill managers can use this report to indicate the amount of WIP adjustments to make prior to the actual billing. Unlike the Billing Worksheet by Project report, WIP detail in this report is grouped by service code. Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
Client Billing Realization	Not Available	Billing Realization using the Client option on the Sort/Subtotal tab	Includes the WIP profitability and an analysis of historical billing activity in the firm. You can also select to hide detailed data to produce a summary report consisting of one line per client. Note: You must be granted the Transaction cost Practice - Time Capture functional rights to view costs in this report.
Client Ledger	Client Ledger	Not Available	Shows the detail WIP and AR transactions by client. The report shows a balance forward as of the starting date entered. The report includes detail of all WIP and AR transactions after that balance forward to the ending date entered.
Client Production	Client Production	Not Available	Shows production and billing totals for each client. This report is used to compare the production amounts of WIP to the billed amounts per client. Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
Client Profit	Client Profit	Not Available	Provides an overview of profitability, showing production costs, expenses, invoiced amounts, and overall profit. Notes: Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included. You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
Collection Letters	Dunning Letters	Not Available	Generates reminder letters to send to your clients who have an AR balance due. Criteria can be set in Options and Settings to print one of three letters based on unpaid balance and number of days old.
Daily Staff Posted Hours	Daily Employee Posted Hours	Daily Time Report for Posted Only	Shows the total hours posted per day per staff, allowing you to verify posted hours per day and the totals for a specified period of time
Deposit Report	Deposit Slip	Not Available	Provides a list of posted AR transactions that are marked as cash or check payments. This report shows the AR entries to assist in completing a deposit slip.
Finance Charge Register	Finance Charge Register Finance Charge Edit List	Finance Charge Register (through Calc Finance Charge process)	The Finance Charge Register report lists finance charges, allowing you to save a copy of finance charges calculated during or prior to posting. The register can be printed from either the Calculate Finance Charges screen or Reports Manager.
Firm Management	Firm Management	General Ledger	Shows the firm’s productivity, summarizing current and prior PTD/RTD for WIP and AR activity that can be reviewed by management. Notes: Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included. You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
General Ledger Reconciliation	General Ledger Reconciliation (Custom Library)	General Ledger	Summarizes all activity for the firm, providing management a view of WIP and AR account balances on one sheet.
High Client Billing	High Client Billing	Not Available	Lists the highest billing or cash receipts clients in descending order. You can also select to exclude progress bills from the realization percentage.
Intracompany Cost and Profit	Not Available	Not Available	Includes the hours, WIP amounts, and the cost and profit for staff who did work for another office within the firm. Selecting to include only the staff who performed work for another office within the transaction period, removes any $0.00 intracompany costs from the report. You can also select to include WIP that is billed, unbilled, or both billed and unbilled. The default grouping for this report is by project office and staff office. Or you can select to group by client office and staff office. You cannot group this report by both project office and client office. If you select to group by client office, the client office detail replaces the project office detail in the report.
Invoice Number Status	Invoice Number Status	Not Available	Shows all invoices by number order to track the status of each invoice number. This report can be printed for all invoices regardless of whether they are posted, un-posted, reversed, or available for assignment.
Invoice Paragraphs List	Not Available	Billing Paragraphs List	Lists the invoice paragraphs that are set up in Invoice and Statement Content Manager. The list includes the name of the paragraph, paragraph narrative, name of the individual who created the related paragraph, the language, and the default amount.
Invoice Realization with Reason Codes	Not Available	Not Available	Tracks realization by reason code. This report can be used to explain why amounts have been written up or down in billing.
Managed Revenue	Managed Revenue (Custom Library)	Not Available	Shows the percentage of billed WIP or expected percentage of unbilled WIP and the revenue generated or expected for the client.
Monthly Activity	Monthly Activity (Custom Library)	Not Available	Ages the AR and WIP beginning and ending balances. This report is an overview of billable account activity. Use it to compare what is currently work-in-process to what has been billed and collected.
Monthly Comparison	Monthly Comparison	Period Comparison	Allows you to compare the monthly billings, production, and payment amounts for the current year with those for the prior year for each client.
PTD Billing	PTD Billing	Billing Review	Shows period to date (PTD) billed WIP. You can monitor billed WIP by category, sub-category, and service code, and adjust the level of detail to include. Notes: Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included. You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
PTD RTD WIP AR Reconciliation	WIP/AR Reconciliation	PTD/YTD WIP Reconciliation and PTD/YTD AR Reconciliation	Provides a review of the WIP and AR activity by client for the period and range dates entered. This report shows both WIP and AR, allowing you to compare what is available to be billed and what is left to be paid for the client.
PTD Staff Service	PTD Employee Client PTD Employee Client Service PTD Employee Service	Not Available	Shows billable and nonbillable hours and amounts by staff and service code and/or client.
PTD/RTD Production	PTD RTD Production	Not Available	Shows period to date (PTD) and range to date (RDT) time, expenses, and surcharges, allowing you to monitor the production of the services performed for clients.
PTD/RTD Staff Bill NonBill	PTD/YTD Employee Bill NonBill	Not Available	Displays period to date (PTD) and range to date (RTD) billable and non-billable hours, as well as the ratio to total hours by staff.
PTD/RTD Staff Billing	PTD RTD Employee Billing and PTD Employee by Partner	Not Available	Includes period to date (PTD) and range to date (RTD) staff production (billable hours and amounts). Note: Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included.
Service Code List	Service Code Listing	Work Code List Category List	Lists service code details that are set up to classify your firm's time and expense transactions in Practice Lists.
Staff CPE	Employee CPE	Not Available	Includes total hours and information entered toward CPE credit. This report is used to track staff CPE information and is used when filling out certification papers.
Staff Management	Key Indicators in the Time module	Not Available	Measures staff realization and productivity performance during key review periods and at year end. Staff realization shows the hours and amounts for work done by staff and then provides a percentage calculation for realization, which is the billed WIP + write up/down divided by the billed WIP. In this report, the realization percentage of write up/down that is allocated to the firm does not affect the realization for the staff.
Staff Monthly Comparison	Employee Monthly Analysis	Not Available	Compares the current-year and prior-year billable and production hours and amounts by month for each staff.
Staff Monthly Production	Employee Monthly Analysis	Period Comparison	Compares each staff’s current-year and prior-year production hours or amounts by month.
Staff Nonbillable	Employee Nonbillable	Not Available	Includes nonbillable hours by staff.
Staff Posted Summary	Employee Posted Summary	Not Available	Compares billable and nonbillable hours and amounts. For payroll purposes, the report also shows banked and used calculations. Up to ten (10) service code columns can be defined to analyze staff hours in specific work areas of the firm. The billable percentage can also be selected based on total hours, standard hours, or available hours.
Staff Production	Employee Production (Custom Library)	Not Available	Provides a summary of staff production, adjustments, and total production for the date range selected.
Staff Productivity	Employee Productivity	Not Available	Compares billable and nonbillable hours for each staff. This report breaks down the nonbillable time set up by the firm and compares it to the staff allowance. This report can be used to determine the productivity ratio for each staff.
Staff Productivity Budget	Employee Budget (Custom Library)	Employee Budget	Compares staff budget to actual and realization amounts. This report shows hours or amounts for each staff based on the firm settings.
Staff Realization and Productivity	Employee Realization and Productivity (Custom Library)	Not Available	Compares realization and productivity by staff. Notes: Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included. This report's Effective Rate and Real % calculations do not include WIP amounts that are written off or write down amounts that are prorated to the firm. You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
Staff Realization By Allocation	Employee Realization by Allocation	Not Available	Shows staff billing amounts, separating the actual write up/down amounts, realization percentages, and the effective rates and allocated amounts. The report can be used to review staff performance and to determine bonus allocation. Note: This report's Effective Rate and Real % calculations do not include WIP amounts that are written off or write down amounts that are prorated to the firm.
Staff Time Analysis	Not Available	Employee Time Analysis	Assists with the management of staff effectiveness by including the amount of time staff works with each client, project, and service code. This report shows PTD and RTD hours and amounts along with percentage to the total for staff. Note: This report's Effective Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm.
Staff WIP Productivity	Employee Productivity by Service Code (Custom Library)	Not Available	Displays the staff productivity by category, subcategory, and service code. Only WIP for the date range entered on the report is included. The billed WIP on this report may not reflect the same amounts as other WIP reports that include all billed WIP regardless of the transaction date. Notes: This report's Billed Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm. You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
Three Year Realization	Three Year Realization (Custom Library)	Not Available	Shows billed WIP for the current year selected, allowing you to identify and analyze trends in client production, billings, and accounts receivable. The report considers accounts receivable adjustments in the calculation of realization percentage and effective rate. Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
Time Analysis	Not Available	Not Available	Tracks and analyzes production and billings by staff, billable type, or service using a defined set of grouping criteria.
Time and Expense	Daily Timesheet Expense Report Reimbursable Expense Time Entry Edit List	Daily Time Expense Report Time and Expense Edit	Shows time and expense entries, allowing staff to review and make corrections prior to the time being released or posted. This report will also show posted time and expense transactions. Note: You must be granted the Transaction cost Practice - Time Capture functional rights to view costs and/or amounts in this report.
Timesheet	Time Exception	Timesheet	Includes time entered by staff for a specific date range. Use this report to view time totals for your firm’s staff. This report can be printed to include only staff billable hours, or you can also include nonbillable allowances as well as banked hours/used hours based on a set threshold. Tip: The report includes data for seven days from and including the Transaction Start Date. If a value is not set for Transaction Start Date, the starting date for the report is 1/1/1900.
WIP Activity Net of Retainers	WIP Activity Net of Retainers	Not Available	Shows WIP activity totals for a specified period, allowing you to review WIP activity for a selected date range. The report also includes progress bills generated and applied to the WIP and the beginning and ending WIP balance.
WIP/AR Aging	WIP/AR Aging	WIP Aging and AR Aging	Shows accumulated WIP and AR in up to seven user-defined aging intervals. This report can be used to determine how much unbilled WIP and AR have accumulated for each client.
WIP/AR Reconciliation	WIP/AR Reconciliation WIP Reconciliation AR Reconciliation	WIP Reconciliation AR Reconciliation	Provides an overview of account activity for clients with beginning and ending WIP and AR balances for a specified date range. This report is a two-sided report, showing WIP on one side and AR activity on the other side. You can compare both and determine what is available to be billed and what is left on the clients' accounts to be paid from prior billings.
WIP/AR Summary	WIP/AR Summary	WIP Summary Aging AR Summary Aging	Summarizes the unbilled WIP and unapplied progress for each client. This report helps you determine the clients that you need to bill, and includes the date when each client was last billed.
WIP Corrections and Deletions	WIP Correction and Deletion Log Report WIP/AR Deletions	Not Available	Provides an audit trail of corrected transactions. Managers can use this report to review corrections, deletions, and transfers. Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
WIP Detail Ledger	Not Available	WIP Detail Ledger	Includes detail for all unbilled WIP. This report includes a balance forward as of the starting date of the report, and the detail of all unbilled WIP within the date range. Balance forward is calculated based on the date range entered and only includes nonhistoric WIP. Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount

AR Aging

AR Open Item Aging (Custom Library)

AR Ledger Detail

AR Summary Aging (90 day or 120 day)

Determines how much billed receivables have accumulated by client per aging bucket, allowing you to see the client's open and historic (unpaid) accounts receivable. You can choose to subtotal finance charge separately. AR can be aged up to seven (7) user-defined intervals.

You can select to include or exclude the client's last bill date and bill amount as well as finance charge subtotals and grand totals.

Accounts Receivable Balance Listing

AR Balance Listing

Not Available

Assists in reconciling other reports that have invoice/deposit dates and accounting period dates in different accounting periods. This report lists the AR activity for clients. The report can also be used to view only the sales tax generated for each client and each client's detailed AR activity or sales tax for the date range entered.

Accounts Receivable Collections

AR Collections

Not Available

Lists the outstanding invoices as of the final print ending date entered. The date and amount of the last payment for each client is also included.

Accounts Receivable Detail Aging

AR Open Item

AR Ledger (Detail and Summary Aging)

Includes open (unpaid) or unapplied (credits/debits) accounts receivable. The report shows a balance forward from the starting date entered and detail of all unpaid/unapplied AR transactions after the balance forward to the ending date entered. Balance forward is calculated based on the date range entered and only includes nonhistoric AR. If a date range is not selected, balance forward is not used.

You can select to include or exclude finance charge subtotals and grand totals.

Accounts Receivable Payments and Credits

AR Cash Receipts Report

Payments and Adjustments

Shows posted and/or unposted payments and credits for the date range entered. You have the choice of selecting a report that shows payments only, credits only, or a combination of both. You can also select to include posted and unposted transactions, or only posted or only unposted transactions.

Accounts Receivable Reconciliation

AR Reconciliation

Lists all AR activity for a given period, showing a beginning AR balance for each client as of the start date of the report and detailed AR activity for the period entered. The report has a column for each type of activity for each client. This report can be used to reconcile accounts receivable activity for the period.

Accounts Receivable Register

AR Register

Payments and Adjustments

Allows you to identify any errors before posting AR transactions or provides you with a permanent record of the transactions posted.

Accounts Receivable Voids and Corrections

AR Void/Correction Log

Not Available

Provides an audit trail of AR transactions that have been voided or corrected.

AR Sales Tax

Not Available

Includes sales tax amounts by client and sales tax authority associated with billing, AR transactions, or both.

Banked Hours

Not Available

Includes the staff hours banked, hours used, hours remaining, and the allowance for each staff.

Billed Fee Analysis

Billed Fee Analysis (Custom Library)

Not Available

Summarizes data to compare period to date and year to date summary statistics for fees and expenses. Managers can use this report to review write ups and write downs, realization, and total billed.

Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:

Transaction cost
Transaction rate and amount

Billing Register

Billing Edit

Invoice History

Billing Review

Shows invoice transactions prior to posting, allowing you to review and correct invoices prior to posting. This also gives you a permanent record of the posting transaction. You can select to include only reversed invoices or only non-reversed invoices in the report. For non-reversed invoices, you can select to include staff and service code detail for the WIP on invoices.

Billing Report

Not Available

Shows posted and/or un-posted invoices. This report includes the WIP available, the billed amount, and the remaining WIP. The report also shows the realization percent, percent of the WIP billed, and the write up/down percent.

Billing Worksheet By Project

Billing Worksheet

Custom Billing Worksheet

Super WIP Ledger

Billing Worksheet

Complete Ledger

Used to review WIP and determine which clients need to be billed and how much WIP should be billed. Billers and bill managers can use this report to indicate the amount of WIP adjustments to make prior to the actual billing.

Unlike the Billing Worksheet by Service Code report, WIP detail in this report is grouped by project ID. You can select specific project fields to include in the report.

Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:

Transaction cost
Transaction rate and amount

Billing Worksheet By Service Code

Billing Worksheet

Custom Billing Worksheet

Super WIP Ledger

Billing Worksheet

Complete Ledger

Used to review WIP and determine which clients need to be billed and how much WIP should be billed. Billers and bill managers can use this report to indicate the amount of WIP adjustments to make prior to the actual billing.

Unlike the Billing Worksheet by Project report, WIP detail in this report is grouped by service code.

Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:

Transaction cost
Transaction rate and amount

Client Billing Realization

Not Available

Billing Realization using the Client option on the Sort/Subtotal tab

Includes the WIP profitability and an analysis of historical billing activity in the firm.

You can also select to hide detailed data to produce a summary report consisting of one line per client.

Note: You must be granted the Transaction cost Practice - Time Capture functional rights to view costs in this report.

Client Ledger

Not Available

Shows the detail WIP and AR transactions by client. The report shows a balance forward as of the starting date entered. The report includes detail of all WIP and AR transactions after that balance forward to the ending date entered.

Client Production

Not Available

Shows production and billing totals for each client. This report is used to compare the production amounts of WIP to the billed amounts per client.

Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:

Transaction cost
Transaction rate and amount

Client Profit

Not Available

Provides an overview of profitability, showing production costs, expenses, invoiced amounts, and overall profit.

Notes:

Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included.

You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:
- Transaction cost
- Transaction rate and amount

Collection Letters

Dunning Letters

Not Available

Generates reminder letters to send to your clients who have an AR balance due. Criteria can be set in Options and Settings to print one of three letters based on unpaid balance and number of days old.

Daily Staff Posted Hours

Daily Employee Posted Hours

Daily Time Report for Posted Only

Shows the total hours posted per day per staff, allowing you to verify posted hours per day and the totals for a specified period of time

Deposit Report

Deposit Slip

Not Available

Provides a list of posted AR transactions that are marked as cash or check payments. This report shows the AR entries to assist in completing a deposit slip.

Finance Charge Register

Finance Charge Register
Finance Charge Edit List

Finance Charge Register (through Calc Finance Charge process)

The Finance Charge Register report lists finance charges, allowing you to save a copy of finance charges calculated during or prior to posting. The register can be printed from either the Calculate Finance Charges screen or Reports Manager.

Firm Management

General Ledger

Shows the firm’s productivity, summarizing current and prior PTD/RTD for WIP and AR activity that can be reviewed by management.

Notes:

Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included.

You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:
- Transaction cost
- Transaction rate and amount

General Ledger Reconciliation

General Ledger Reconciliation (Custom Library)

General Ledger

Summarizes all activity for the firm, providing management a view of WIP and AR account balances on one sheet.

High Client Billing

Not Available

Lists the highest billing or cash receipts clients in descending order. You can also select to exclude progress bills from the realization percentage.

Intracompany Cost and Profit

Not Available

Includes the hours, WIP amounts, and the cost and profit for staff who did work for another office within the firm. Selecting to include only the staff who performed work for another office within the transaction period, removes any $0.00 intracompany costs from the report.

You can also select to include WIP that is billed, unbilled, or both billed and unbilled.

The default grouping for this report is by project office and staff office. Or you can select to group by client office and staff office. You cannot group this report by both project office and client office. If you select to group by client office, the client office detail replaces the project office detail in the report.

Invoice Number Status

Not Available

Shows all invoices by number order to track the status of each invoice number. This report can be printed for all invoices regardless of whether they are posted, un-posted, reversed, or available for assignment.

Invoice Paragraphs List

Not Available

Billing Paragraphs List

Lists the invoice paragraphs that are set up in Invoice and Statement Content Manager. The list includes the name of the paragraph, paragraph narrative, name of the individual who created the related paragraph, the language, and the default amount.

Invoice Realization with Reason Codes

Not Available

Tracks realization by reason code. This report can be used to explain why amounts have been written up or down in billing.

Managed Revenue

Managed Revenue (Custom Library)

Not Available

Shows the percentage of billed WIP or expected percentage of unbilled WIP and the revenue generated or expected for the client.

Monthly Activity

Monthly Activity (Custom Library)

Not Available

Ages the AR and WIP beginning and ending balances. This report is an overview of billable account activity. Use it to compare what is currently work-in-process to what has been billed and collected.

Monthly Comparison

Period Comparison

Allows you to compare the monthly billings, production, and payment amounts for the current year with those for the prior year for each client.

PTD Billing

Billing
Review

Shows period to date (PTD) billed WIP. You can monitor billed WIP by category, sub-category, and service code, and adjust the level of detail to include.

Notes:

Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included.

You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:
- Transaction cost
- Transaction rate and amount

PTD RTD WIP AR Reconciliation

WIP/AR Reconciliation

PTD/YTD WIP Reconciliation and PTD/YTD AR Reconciliation

Provides a review of the WIP and AR activity by client for the period and range dates entered. This report shows both WIP and AR, allowing you to compare what is available to be billed and what is left to be paid for the client.

PTD Staff Service

PTD Employee Client

PTD Employee Client Service

PTD Employee Service

Not Available

Shows billable and nonbillable hours and amounts by staff and service code and/or client.

PTD/RTD Production

PTD RTD Production

Not Available

Shows period to date (PTD) and range to date (RDT) time, expenses, and surcharges, allowing you to monitor the production of the services performed for clients.

PTD/RTD Staff Bill NonBill

PTD/YTD Employee Bill NonBill

Not Available

Displays period to date (PTD) and range to date (RTD) billable and non-billable hours, as well as the ratio to total hours by staff.

PTD/RTD Staff Billing

PTD RTD Employee Billing and PTD Employee by Partner

Not Available

Includes period to date (PTD) and range to date (RTD) staff production (billable hours and amounts).

Note: Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included.

Service Code List

Service Code Listing

Work Code List

Category List

Lists service code details that are set up to classify your firm's time and expense transactions in Practice Lists.

Staff CPE

Employee CPE

Not Available

Includes total hours and information entered toward CPE credit. This report is used to track staff CPE information and is used when filling out certification papers.

Staff Management

Key Indicators in the Time module

Not Available

Measures staff realization and productivity performance during key review periods and at year end. Staff realization shows the hours and amounts for work done by staff and then provides a percentage calculation for realization, which is the billed WIP + write up/down divided by the billed WIP. In this report, the realization percentage of write up/down that is allocated to the firm does not affect the realization for the staff.

Staff Monthly Comparison

Employee Monthly Analysis

Not Available

Compares the current-year and prior-year billable and production hours and amounts by month for each staff.

Staff Monthly Production

Employee Monthly Analysis

Period Comparison

Compares each staff’s current-year and prior-year production hours or amounts by month.

Staff Nonbillable

Employee Nonbillable

Not Available

Includes nonbillable hours by staff.

Staff Posted Summary

Employee Posted Summary

Not Available

Compares billable and nonbillable hours and amounts. For payroll purposes, the report also shows banked and used calculations. Up to ten (10) service code columns can be defined to analyze staff hours in specific work areas of the firm. The billable percentage can also be selected based on total hours, standard hours, or available hours.

Staff Production

Employee Production (Custom Library)

Not Available

Provides a summary of staff production, adjustments, and total production for the date range selected.

Staff Productivity

Employee Productivity

Not Available

Compares billable and nonbillable hours for each staff. This report breaks down the nonbillable time set up by the firm and compares it to the staff allowance. This report can be used to determine the productivity ratio for each staff.

Staff Productivity Budget

Employee Budget (Custom Library)

Employee Budget

Compares staff budget to actual and realization amounts. This report shows hours or amounts for each staff based on the firm settings.

Staff Realization and Productivity

Employee Realization and Productivity (Custom Library)

Not Available

Compares realization and productivity by staff.

Notes:

Unlike the Practice Management version of this report, zero WIP amounts which have been invoiced are included.
This report's Effective Rate and Real % calculations do not include WIP amounts that are written off or write down amounts that are prorated to the firm.

You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:
- Transaction cost
- Transaction rate and amount

Staff Realization By Allocation

Employee Realization by Allocation

Not Available

Shows staff billing amounts, separating the actual write up/down amounts, realization percentages, and the effective rates and allocated amounts. The report can be used to review staff performance and to determine bonus allocation.

Note: This report's Effective Rate and Real % calculations do not include WIP amounts that are written off or write down amounts that are prorated to the firm.

Staff Time Analysis

Not Available

Employee Time Analysis

Assists with the management of staff effectiveness by including the amount of time staff works with each client, project, and service code. This report shows PTD and RTD hours and amounts along with percentage to the total for staff.

Note: This report's Effective Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm.

Staff WIP Productivity

Employee Productivity by Service Code (Custom Library)

Not Available

Displays the staff productivity by category, subcategory, and service code. Only WIP for the date range entered on the report is included. The billed WIP on this report may not reflect the same amounts as other WIP reports that include all billed WIP regardless of the transaction date.

Notes:

This report's Billed Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm.
You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:
- Transaction cost
- Transaction rate and amount

Three Year Realization

Three Year Realization (Custom Library)

Not Available

Shows billed WIP for the current year selected, allowing you to identify and analyze trends in client production, billings, and accounts receivable. The report considers accounts receivable adjustments in the calculation of realization percentage and effective rate.

Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:

Transaction cost
Transaction rate and amount

Time Analysis

Not Available

Tracks and analyzes production and billings by staff, billable type, or service using a defined set of grouping criteria.

Time and Expense

Daily Timesheet

Expense Report

Reimbursable Expense

Time Entry Edit List

Daily Time

Expense Report

Time and Expense Edit

Shows time and expense entries, allowing staff to review and make corrections prior to the time being released or posted. This report will also show posted time and expense transactions.

Note: You must be granted the Transaction cost Practice - Time Capture functional rights to view costs and/or amounts in this report.

Timesheet

Time Exception

Timesheet

Includes time entered by staff for a specific date range. Use this report to view time totals for your firm’s staff. This report can be printed to include only staff billable hours, or you can also include nonbillable allowances as well as banked hours/used hours based on a set threshold.

Tip: The report includes data for seven days from and including the Transaction Start Date. If a value is not set for Transaction Start Date, the starting date for the report is 1/1/1900.

WIP Activity Net of Retainers

Not Available

Shows WIP activity totals for a specified period, allowing you to review WIP activity for a selected date range. The report also includes progress bills generated and applied to the WIP and the beginning and ending WIP balance.

WIP/AR Aging

WIP Aging and AR Aging

Shows accumulated WIP and AR in up to seven user-defined aging intervals. This report can be used to determine how much unbilled WIP and AR have accumulated for each client.

WIP/AR Reconciliation

WIP Reconciliation

AR Reconciliation

WIP Reconciliation

AR Reconciliation

Provides an overview of account activity for clients with beginning and ending WIP and AR balances for a specified date range. This report is a two-sided report, showing WIP on one side and AR activity on the other side. You can compare both and determine what is available to be billed and what is left on the clients' accounts to be paid from prior billings.

WIP/AR Summary

WIP Summary Aging

AR Summary Aging

Summarizes the unbilled WIP and unapplied progress for each client. This report helps you determine the clients that you need to bill, and includes the date when each client was last billed.

WIP Corrections and Deletions

WIP Correction and Deletion Log Report

WIP/AR Deletions

Not Available

Provides an audit trail of corrected transactions. Managers can use this report to review corrections, deletions, and transfers.

Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:

Transaction cost
Transaction rate and amount

WIP Detail Ledger

Not Available

WIP Detail Ledger

Includes detail for all unbilled WIP. This report includes a balance forward as of the starting date of the report, and the detail of all unbilled WIP within the date range. Balance forward is calculated based on the date range entered and only includes nonhistoric WIP.

Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:

Transaction cost
Transaction rate and amount