Article ID: 7334

Finding Unbilled Fees with a Billable Task Code for a Working Lawyer

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

  1. Click Reports, and select Client, and Fees Listing... to open the Client Fees Listing window.
  2. 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.
  3. Select Default from the Layout drop-down.
  4. Select Output options.
  5. Click the Other tab.
  6. Click to uncheck the Billed Items box.
  7. Click to check the Unbilled Items box.
  8. Click to check the Billable Tasks box.
  9. Click to uncheck the Write Up/Down Tasks box.
  10. Click to uncheck the No Charge Tasks box.
  11. Click to uncheck the Non-Billable Tasks box.
  12. Enter the Working Lawyer nickname in the Working Lawyer box.
  13. Click OK to generate the report.