Patrick Decarolis (Customer) asked a question.
How can I prepare a history bill for a matter reflecting all the billing from inception?
Scott Wolf likes this.
- Sebastian Figg (LEAP Dev)
Hi @Patrick Decarolis (Customer),
Thank you for posting on LEAP Community Discussions.
Have you tried the Statement of Accounts - Receivables Ledger? This will generate a Statement of Account Report displaying all receivable transactions.
Further information about this particular report can be found here.
Let us know if you require further assistance.
Best regards,
Sebastian.
Expand Post - Lori Hodge (Customer)
I just stumbled on this this old question searching for answers. We also need the ability to print a history bill showing all time and expenses for a matter from inception to date. The Court requires this when asking for payment of our attorney's fees. The Statement of Accounts - Receivables Ledger is not sufficient. The history bill needs to show the time entries, timekeeper, hours and amounts.
Expand Post- Donna Pacheco (Customer)
Lori,
On the menu go to matters/accounting/ time and fees. May not be in the exact format you require but you can download to excel and modify.
- Lori Villiarola (LEAP)
Hi @Lori Hodge (Customer)
Thank you for posting on LEAP Community Discussions. I would suggest using our feedback link to suggest having this report considered for addition to LEAP. Here is the link: https://community.leap.us/s/ideas-user-guide.
Expand Post - Linda Exline (Customer)
The Statement of Accounts = Receivables Ledger only shows the current invoices outstanding. How can we print a report for a client showing invoices and payments from inception to date?? The information I am looking for is reflected Expenses and Receivables in Operating Accounting for the matter but I am looking for a total of both columns Debit and Credit. The total at the bottom of this information is only for current invoices. To get the information I need I now have to open a new Excel spreadsheet and type the information from Expenses and Receivables and add it up myself. This is 2023 - should this be a simple report for LEAP to provide?
Expand Post - Sondra Richards (Customer)
Have you tried this in the matter - Financial Summary > Matter Statement > Enter the Start and End Date > All Billing Status selected? This will generate a report showing all Time & Fees entered with descriptions. There will also be a section for Payment Details such as the retainer and payments to which invoices. Since it tells you which invoices the payments were applied to, you will know which Invoices you needs copies of instead of having to go through each invoice.
Expand Post - Linda Exline (Customer)
Hi Sondra - thank you. I did exactly as you said and I still only get a report showing the current invoice outstanding. Very strange.
- Sondra Richards (Customer)
That is odd. I would just make sure Billing Status is set to "<All Billing Statuses>" I would see if you can schedule with their IT. I used the chat feature with something else and they had IT call me to help me fix the problem. It should show everything and the total expenses for the matter for the selected dates.
Expand Post
- Linda Exline (Customer)
Yes - I had all billing statuses set. I've used TABS and PCLaw and this report was no problem - I've been in contact with our support person and hoping she can help; if not, It will chat with LEAP IT - thank you!
- Lori Villiarola (LEAP)
Good afternoon -
Here is another option - Statement of account shows charges and payments (menu – matter – operating account – 3 dots on upper right – choose report option)
Thank you,
Lori Villiarola
Expand Post
Hi @Patrick Decarolis (Customer),
Thank you for posting on LEAP Community Discussions.
Have you tried the Statement of Accounts - Receivables Ledger? This will generate a Statement of Account Report displaying all receivable transactions.
Further information about this particular report can be found here.
Let us know if you require further assistance.
Best regards,
Sebastian.