Lisa Blackwell (Customer) asked a question.
Is there a way to print a detailed summary of time and fees for 1 particular matter from opening to date of report?
- Devang Shah (LEAP)
Hi @Lisa Blackwell (Customer),
Thank you for posting on LEAP Community Discussions.
There are two options you may wish to explore. The first is the Time and Fees Report, which is found under Menu > Accounting > Time and Fees. This report provides a complete breakdown of Time and Fees on a Matter and has several helpful filters to fine-tune your search.
The other tool to consider for just a summary is a Matter Billing Guide, which can be found by navigating to the Matter, and choosing Billing Guide from any of the financial tabs (Financial Summary, Time & Fees, or Operating Account). Matter Billing Guides for multiple matters can also be searched simultaneously. Further information can be found at https://community.leap.us/s/article/Pre-Billing-Guides-Report-US
We hope you find this information helpful.
If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
Kind regards,
Devang
Expand Post- Lisa Blackwell (Customer)Thank you! I thought I had tried those routes but I’ll try again. I’ll reach back to you if I still can’t figure it out.
Respectfully,
Lisa S. Blackwell
BALDWIN, BRISCOE & STEINMETZ, PC
22335 Exploration Drive, Suite 2030
Lexington Park, Maryland 20653
lblackwell@baldwinbriscoe.com<mailto:lblackwell@baldwinbriscoe.com>
301 | 862-4400 | ext 105Expand Post
Hi @Lisa Blackwell (Customer),
Thank you for posting on LEAP Community Discussions.
There are two options you may wish to explore. The first is the Time and Fees Report, which is found under Menu > Accounting > Time and Fees. This report provides a complete breakdown of Time and Fees on a Matter and has several helpful filters to fine-tune your search.
The other tool to consider for just a summary is a Matter Billing Guide, which can be found by navigating to the Matter, and choosing Billing Guide from any of the financial tabs (Financial Summary, Time & Fees, or Operating Account). Matter Billing Guides for multiple matters can also be searched simultaneously. Further information can be found at https://community.leap.us/s/article/Pre-Billing-Guides-Report-US
We hope you find this information helpful.
If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
Kind regards,
Devang