Article ID: 7333

Finding Unbilled Fees with a Billable Task Code for a Matter

Take the following steps to find unbilled fees with a Billable task code for a matter:

  1. Click Reports, and select Client, and Fees Listing... to open the Client Fees Listing window.
  2. Enter the matter number in the Matter.
  3. Enter 1/1/1982 in the Start Date box and 12/31/2199 in the End Date box to run the report for all dates.
  4. Click to check the Matter Balances Only box to show only the matter totals or uncheck it to show each fee entry on the report.
  5. Select Default from the Layout drop-down.
  6. Select Output options.
  7. Click the Other tab.
    NOTE: Click the Advanced button at the bottom of the Client Fees Listing window if the Other tab is missing.
  8. Click to uncheck the Billed Items box.
  9. Click to check the Unbilled Items box.
  10. Click to check the Billable Tasks box.
  11. Click to uncheck the Write Up/Down Tasks box.
  12. Click to uncheck the No Charge Tasks box.
  13. Click to uncheck the Non-Billable Tasks box.
  14. Click OK to generate the report.