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Unbilled Amounts Report

The Unbilled Amounts Report lets you view unbilled amounts that you submitted for prior accrual periods. During an accrual period, you can also use this report to input and review unbilled amounts.
This reports also lists any amendments to unbilled amounts that were made after the company review period ended, including the original amount, the new value, and the user who made the amendment.

Run the Unbilled Amounts Report

To run the Unbilled Amounts Report:
  1. Click
    Reports > Report List
     in the left navigation
  2. Click
    Unbilled Amounts Report
     under
    Budget/Accruals Reports
    .
  3. Specify the report criteria.
  4. Click
    Run
     in the toolbar.
note
After you run the report, the
REPORT CRITERIA
 collapsible section is minimized to allow you to view your report results. To change any of the reporting criteria and generate a new report, click the heading of the
REPORT CRITERIA
 collapsible section to expand it.

Unbilled Amounts Fields in Report Builder

The following Unbilled Amounts Report fields are also available under All report fields > Matter spending > Accruals summary in the Report Builder:
  • Unbilled total (for the fiscal year)
  • Prior months unbilled
  • Prior months unbilled source
  • Current month estimate
  • Current month estimate source
  • Invoices on hold
  • Other withheld amounts
  • Unbilled total (for the accrual period)
  • Currency id
  • Currency name
  • Prior months unbilled (entered by lf)
  • Prior months unbilled (entered by co)
  • Current month estimate (entered by lf)
  • Current month estimate (entered by co)
  • Inv. posted during co. review (prior months)
  • Inv. posted during co. review (current month)

View or Edit Unbilled Amounts from the Report Results

If you select
Firm/Vendor in Matter
 from the
Grouped By
 drop-down list when specifying your report criteria, then the
View/Edit
 column in the report results includes a
view/edit
 link. Click the link to open the unbilled amounts profile, which includes details about all of the unbilled amounts (the audit history). The
view/edit
 link is also available during accrual input periods (before the LF Input Due Date) only if you can post an invoice to the matter and the company has not yet approved the unbilled amount.

Export Report Results to a .csv file

You can export the report results to a .csv file, which you can then view and manipulate in a spreadsheet program, such as Microsoft Excel.
To export the data:
  1. From the report results, click thethree small dots icon on the toolbar then select
    Export
    .
  2. If necessary, select the check boxes for the information to include in the header and footer.
  3. Select
    CSV format
     as the type of formatted file you want to export the report to. The Save As window displays so you can save the file.

Data Export Specifications

The fields listed below are displayed as columns in the exported Unbilled Amounts Report. The amounts are always in the user's currency preference.
  • Matter Name (Short)
  • Matter Name (Long)
  • Matter Tracker ID
  • Matter ID
  • Law Firm Matter Number
  • Law Firm Client Number
  • Firm (full name)
  • Firm Office
  • Currency
  • LF Unbilled Total
  • Prior Months Unbilled [date range]
  • Current Month Estimate [date range]
  • Current Month Estimate Source
  • Invoices on Hold
  • Other Withheld Amounts
  • Last Inv. End Date
  • Last Inv. Posted Date
  • Last Inv. Number
  • Prior Months Unbilled (Entered by LF)
  • Prior Months Unbilled (Entered by Co)
  • Current Month Estimate (Entered by LF)
  • Current Month Estimate (Entered by Co)
  • Inv. Posted During Co. Review (Prior Months)
  • Inv. Posted During Co. Review (Current Month)
  • Lead Company Person
  • Lead Outside Counsel
  • Org Unit
  • Practice Group
  • Matter Template
  • Sub Law
  • Matter Group
  • Law Firm Comments

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Reports
  • Audiences: Firm