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CommunityIs there a report that will give separate totals on the amount of time and fees a timekeeper spent on the account

Is there a report that will give separate totals on the amount of time and fees a timekeeper spent on the account

  • Thank you for your post on the LEAP Community Discussions, @Virginia Jank (Customer)​ 

     

    At this time, there isn't a report that provides separate totals for the amount of time and fees a timekeeper has spent on an account/matter. However, you can generate a detailed time and fees report by following these steps:

     

    1. Navigate to Menu > Accounting > Time and Fees.
    2. Select the specific matter and search.
    3. Click the print icon, then export the report to Excel for further customization based on your needs.

     

    If you have any additional questions or need assistance, please feel free to reach out to our Helpdesk. You can do so by selecting the Knowledge Base tab and clicking the blue chat button in the lower right-hand corner of any window within the LEAP Community.

     

    We hope this helps!

    Best regards,

    Shaiefa F.

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  • Amanda Blackford (Customer)

    I think this might be what you're looking for - if you open the specific matter, click on the "Financial Summary" tab. You can then click Matter Statement, which will pop open a new window. If you click "Staff Time Analysis" you can can generate a report that will tell you how many hours each timekeeper has spent on the matter. If there are multiple timekeepers selected, it will split them into separate groups and give you a list of each time entry for that user and their total hours. You can pick if you only want a specific timekeeper.

     

    Matter Statement will give you a chronological printout of all time entries and expenses. If the matter has been ongoing for an extended period of time, it can take a few minutes for the report to generate.

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Is there a report that will give separate totals on the amount of time and fees a timekeeper spent on the account