Reports - How Do I...
Find Billing and Accounts Receivable Information?
- Finding the Outstanding Balance for Single Invoice
- Finding the Total Amount Outstanding or Accounts Receivable Balance for a Matter
- Finding the Total Amount Outstanding or Accounts Receivable Balance for a Client
- Finding the Total Amount Outstanding or Accounts Receivable Balance for a Responsible Lawyer
- Finding the Total Amount Outstanding or Accounts Receivable Balance for the Firm
- Finding the Last Invoice Number
- Finding Who Gets Credit for Fee Income on a Payment
- Finding Total Amount of Payments on Client Invoices
- Finding the Total Fees for Each Fee Credit Lawyer on Invoices with Multiple Lawyers
- Finding Write Ups and Write Downs by G/L Account
- Finding Fee Write Offs By Fee Credit Lawyer
- Listing Total Billed Fees for Working Lawyers as a Percentage of Firm Totals
- Finding the Interest Rate that You Apply to Invoices
- Finding the Total Interest Due for a Matter
- Finding the Total Interest for Invoices that You Bill in a Month
- Finding Fees with a No Charge or Non-Billable Task Code
- Finding All Expense Recovery Entries for a Matter
- Reports That Show Mark Ups
Find Accounts Payable and 1099 Information?
- Finding Accounts Payable Discounts Available For Your Firm
- Finding Accounts Payable Due For Your Firm
- Finding Payments That You Enter through Accounts Payable
- Finding the Payment or Billing Status of Matter Allocations in Accounts Payable
- Finding all invoices entered through Accounts Payable
- Finding Total Accounts Payable Purchases for a Specific Period
- Finding Total Accounts Payable Payments for a Specific Period
- Finding Total Billed and Unbilled Amounts Allocated by Responsible Lawyer
- Finding All Activity For One Or More Vendors
- Finding Old Unbilled Fees or Disbursements
Find GST and Sales Tax Information?
- Entries That Appear on the GST/HST Journal
- Viewing a Remittance Check (Cheque) on the GST/HST Journal
- Finding the GST/HST Amount to Remit
- Finding the Sales Tax Amount to Remit
Find Client and Matter Information?
- Listing all Matter Totals in a Single Report
- Finding Matter Totals and Matter Accounting Information
- Finding Client Totals and Client Accounting Information
- Listing all Client Totals in a Single Report
- Finding All Client Expenses that You Enter Through Accounts Payable for a G/L Account
- Summarizing all Expenses by Responsible Lawyer
- Finding Client Expenses with a Specific Explanation Code
- Finding Unbilled Fees with a Billable Task Code for a Matter
- Finding Unbilled Fees with a Billable Task Code for a Working Lawyer
- Finding Transactions that Result in a Negative Trust Balance
- Identifying Matters That Do Not Have Recent Trust Fund Activity
- Providing a History of all Trust Transactions for a Matter
- Finding All Cash Receipts with a Value of $10,000 or More
- Finding Total Unbilled Fees and Disbursements for Responsible Lawyers
- Finding Total Unbilled Fees and Disbursements for Working Lawyers
- Listing all Matters with a Retainer Balance in a Single Report
- Finding Matters with Unbilled Fees That Exceed a Certain Amount
- Finding Active Matters with Zero Balances and no Recent Activity
- Finding All Memos or Descriptions about Research Items
- Finding Matters with a General Retainer Balance
Output a Report to Excel?
Track Productivity?
- Summarizing the Total Billable Time for a Single Matter by Working Lawyer
- Finding Matters with Unbilled Time for Specific Working Lawyer
- Listing Actual Realized Fees Billed and Effective Billing Rate By Client
- Review Time for All Timekeepers before Mass Billing
- Comparing Billable and Non-billable Time for All Timekeepers
- Showing Total Billed and Unbilled Time Entered By Type Of Law
- Showing Total Billed and Unbilled Time Entered By Working Lawyer
- Showing Total Billed And Unbilled Time Entered By Task Code
- Producing a Hard Copy Report of Time Entered from Time Sheets
- Listing Time and Fee Entries by Working Lawyer
- Listing Held Charges by Working Lawyer
- Review Monthly Productivity by Task for Each Timekeeper
- Review Monthly Productivity for Workload Allocation
- Review Monthly Productivity For The Firm Over A 12 Month Period
- Summarizing Working Lawyer and Responsible Lawyer Unbilled Time and A/R Amounts
- Listing Matters with Unbilled Time and Uncollected Fees by Client
- Listing Unbilled Time and Uncollected Fees By A Working Lawyer
- View the Number of Matters Opened by Type of Law Over the Last 12 Months
- View the Number of Matters Opened by Lawyer Over the Last 12 Months
- View the Number of Matters Opened by Referral Type Over the Last 12 Months
- Listing Actual Realized Fees Billed and Effective Billing Rate by Matter
- Ranking Lawyers and Types of Law by Effective Rate and Realized Dollars
- Ensuring All Timekeepers Enter Their Time in PCLaw
- Listing Top 10 Clients by Total Amount Paid to the Firm
- Listing Top 10 Clients with the Highest Unbilled Fees
- Listing Top 10 Clients with the Most Trust Money on Deposit
- Listing Top 10 Clients that Owe the Most Money to the Firm
- Compare Budgeted vs. Actual Hours and Dollars
- Review Lawyer Budget Figures
Reconcile Reports?
- Reports that Reconcile to the General Bank Journal
- Reports that Reconcile to the Trust Bank Journal
- Reconciling the Trust Bank Matter-to-Matter Journal
- Reports that Reconcile to the Billing (Fees) Journal
- Reports That Reconcile to the Write Up/Down Journal
- The Period Totals and Running Balance on the GST/HST Journal Do Not Reconcile
- Reports That Reconcile to the Client Costs Journal
- Reconciling the General Bank Missing Checks (Cheques) Journal
- Reports that Reconcile to the Client Ledger
- Client Ledger Balances Do Not Match the Client Summary Balances
- Reports That Reconcile to the Client Accounting Ledger
- Reports That Reconcile to the Client Summary
- Reports That Reconcile to the Client Fees Listing
- Reports that Reconcile to the Work-in-Progress Report
- Reports That Reconcile to the WIP Summary by Responsible Lawyer
- Reports That Reconcile to the Allocation Listing
- Reconciling the Vendor Listing
- Reconciling the List of Clients Report
- Reports That Reconcile to the Matter Status Report
- Reports That Reconcile to the Disbursement Analysis and Interest Report
- Reports That Reconcile to the Hard and Soft Cost Analysis Report
- Reports That Reconcile to the Disbursement History Report
- Reports That Reconcile to the Partner Alert Report
- Reports That Reconcile to the Receivables by Client Report
- Reports That Reconcile to the Receivables by Lawyer Report
- Reports That Reconcile to the Interest Calculation Report
- Reconciling the Discount Listing
- Reports That Reconcile to the Payable Listing
- Reports That Reconcile to the Payment Listing
- Reports That Reconcile to the Purchases Journal
- Reports That Reconcile to the Vendor Ledger
- Reports That Reconcile to the Collection Summary
- Reports That Reconcile to the 1099 Listing
- Reports That Reconcile to the Fees Collected Summary
- Reports That Reconcile to the Client WIP, Billing, & Collection Summary
- Reports That Reconcile to the Lawyer WIP, Billing, & Collection Summary
- Reports That Reconcile to the Billing by Lawyer Report
- Reports That Reconcile to the Fee Allocation Summary Report
- Reports that Reconcile to the Fees Due by Lawyer Report
- Reports that Reconcile to the Firm Cash & Fee Summary
- Reports That Reconcile to the Billable Time Summary by Working Lawyer
- Reports That Reconcile to the Billing Realization Report
- Reports that Reconcile to the Comparative Time Analysis Report
- Reports that Reconcile to the Daily Time Summary Report
- Reports that Reconcile to the Time Listing Report
- Reports that Reconcile to the Time Summary Report
- Reports that Reconcile to the Time Utilization Analysis Report
- Reasons that the Unbilled Time & A/R Summary by Working Lawyer does not Reconcile
- Reports that Reconcile to the Matters Opened Summary
- Reports that Reconcile to the Productivity By Client Report
- Reports that Reconcile to the Lawyer Budgeting Report
- Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Detail
- Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Summary
- Reports That Reconcile to the Trust Administration Fee Detail
- Reports That Reconcile to the Trust Administration Fee Summary
- Reconciling the Trust Administration Fee Eligibility
- Reconciling the Transaction Levy Volume
- Reconciling the Appointment Listing
- Reconciling the Appointment Schedule
- Reconciling the Contact Listing
- Reconciling the Research Listing
- Reports That Reconcile to the Cash Flow Planner
- Reconciling the Credit Card Listing
- Reports That Reconcile to the G/L Reconciliation Report
- Cannot Reconcile the General Journal
- The Sales Tax Journal Does not Reconcile to the G/L Sales Tax Payable (2450) Account
- Reports That Reconcile to the Transaction Levy Detail
