Article ID: 7940

Listing Unbilled Time and Uncollected Fees By A Working Lawyer

Take the following steps to run the Unbilled Time & A/R Summary by Working Lawyer report:

  1. Click Reports, select Productivity, and Unbilled Time & A/R Summary by Working Lwyr... to open the Unbilled Time & A/R Summary by Working Lawyer window.
  2. Enter a date in the Start Date box to list unbilled time posted on or after that date.
  3. Enter a date in the End Date box to list unbilled time posted on or before that date.
    NOTE: 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. Enter a lawyer in the Working Lawyer box.
  5. Click to select Unbilled Time from the Include If Matter Has box.
  6. Click to select A/R from the Include If Matter Has box.
  7. Select Output options.
  8. Use the Matters and Layout tabs to select additional report options.
    NOTE: Click Load Last to load the report selections as they appear on the last Unbilled Time & A/R Summary by Working Lawyer report.
  9. Click OK to generate the report.