Article ID: 7234

Billing (Fees) Journal Overview

The Billing (Fees) Journal is the core Accounts Receivable (A/R) report. All other A/R reports retrieve information from it. The Billing (Fees) Journal lists invoices by A/R date for your matters.

You can run the report for some of the following reasons:

Take the following steps to run the Billing (Fees) Journal:

  1. Click Reports, select Journal, and Billing (Fees)... to open the Billing (Fees) Journal window.
  2. Enter a matter number in the Matter box or leave blank to run the report for all matters.
  3. Enter a client number in the Client box or leave blank to run the report for all clients.
  4. Enter a lawyer nickname in the Resp Lawyer box or leave blank to run the report for all lawyers.
  5. Enter an invoice number in the Invoice box or leave it blank to include all invoices.
  6. Enter a date in the Start Date box to include invoices that you create on or after that date.
  7. Enter a date in the End Date box to include invoices that you create 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.
  8. Click to check the Totals Only box to hide the invoice details or uncheck to show invoice details.
  9. Click to check the Firm Totals Only box to only show the firm totals or uncheck to show all invoice and matter totals on the report.
  10. Click to check the Include Paid Invoices box to include both paid and unpaid invoices on the report or uncheck to include unpaid invoices.
  11. Click to check the Show Balances As of End Date box.
  12. Select Default from the Layout drop-down.
  13. Use the Matters and Other tabs to select additional report options.
  14. Select Output options.
    NOTE: Click Load Last to load the report selections as they appear on the last Billing (Fees) Journal.
  15. Click OK to generate the report.