Entries That Appear on the Partner Alert
The Partner Alert lists disbursement, billing, payment, and trust details for your matters. Entries appear on the report when they meet the criteria that you specify on the Partner Alert Criteria Tab of the Partner Alert window.
Features Affecting the Balances That Appear on the Report
The following features affect the unbilled time balance on the Partner Alert:
- Time Sheet
- Fee Sheet
- Quick Timer
- Web Timer
- Phone Call Manager
- Calendar
- Appointment Sheet
- Matter Opening Balances
The following features affect the unbilled disbursements balance on the Partner Alert:
- Expense Recovery
- General Check (Cheque) with matter allocations
- Matter Opening Balances
The following features affect the A/R balance on the Partner Alert:
- Create Bill
- Release Bill
- Register Invoice Tab
- Register Ledger Tab
- Quick Bill
- Change/Write Off Bill
- Matter Manager Ledger Tab
The following features affect the trust balance on the Partner Alert:
- Trust Check
- Trust Release Check
- Trust-to-General Transfer
- Trust Receipt
- Matter-to-Matter Transfer
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Report Column Headings
The following column headings appear on the Partner Alert:
Default Headings
Column Description
Accounts Receivable:
A/R balance as of 12/31/2199
The report calculates all items that you post-date in the A/R balance.
Unbilled Time:
Total value of all unbilled time as of 12/31/2199
The report calculates all items that you post-date in the unbilled time balance. The balance does not calculate delay post items.
Unbilled Disbursements:
Unbilled disbursement balance as of 12/31/2199
The report calculates all items that you post-date in the unbilled disbursement balance. The balance does not calculate future recurring entries.
Trust Balance:
Sum of all trust account balances as of 12/31/2199
The report calculates all items that you post-date in the trust balance. The balance does not calculate future recurring entries.
Last Activity:
Date of the latest transaction that you post to the Client Ledger
The Last Activity date also looks for post-dated items so you can have a last activity date in the future.
The Partner Alert does not contain any report summaries.
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