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Invoiced per Client

Sean Salt
  • Updated

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Contents of Report
Report Filters
Notes

 

This report will show a list of all clients (in alphabetical order) and the actual Payer. The value displayed for each client is the total invoiced amount within the selected period. It also shows the registered value versus the invoiced value of the time records per client. 

When this report is generated, it will look something like this.

mceclip0.pngTo expand the image, right-click on the image and click on Open image in new tab.

 

Contents of Report 

This report will show the following information. 

  1.  Client (Klient)
      • Each Client will be displayed per line, with the following information.
          • Client Number (Klientnummer)
          • Client Name (Klientnamn)
          • Payer (Fakturamottagare)
              • The Payer is the actual Payer for the Client. 
          • Client Resp. Lawyer (Klientansvarig)
              • Client Responsible Lawyer is the User who has the tag "Responsible Lawyer"-role on the Client Card; the Client Manager. 
          • Reg. Time (Reg. Tid)
              • Reg. Time means Registered Time which is the hourly value (h) of time records when they were initially registered. 
          • Inv. Time (Fakt. Tid)
              • Inv. Time means Invoiced TIme which is the value of time records at the time of invoicing.
          • Reg. Amount (Reg. Belopp)
              • Reg. Amount means Registered Amount which is the value of the time records when they were initially registered. 
                Registered Time x Hourly Rate.
          • Inv. Amount (Fakt. Belopp)
              • Inv. Amount means Invoiced Amount which is the total of the invoiced amounts after adjustments were made.
  2. Total Summation

 

Report Filters 

This report has a set of standard filters that can be used to further refine the report depending on your criteria. Report filters use the 'and' function, meaning the data that is generated in the report comes back as all true for every selected filter. If the report is empty, try reducing the number of filters selected. 

Following filters are available for this specific report.

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Period
By default, it will be pre-selected for the ‘Last 30 days’.

Period, after selecting the start/end date, the report will generate assets that have been billed/invoiced within the selected period.

 

Billing Unit (Resultatenhet)

Billing Unit filter allows you to select a specific billing unit to generate assets for. Being able to select another billing unit will require you to have the 'Access to all Billing Units'-right set in the Control Panel. 

If you do not have the right, this will show the billing unit you belong to. The report will then generate assets that belong to your billing unit. 

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If you have the right, you can select (if any) other billings units if you wish. Selecting a billing unit will generate assets that belong to that billing unit. 

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Business Unit (Affärsenhet)

Business Unit filter allows you to select a specific business unit from the drop-down menu. The business units selectable will depend on what Billing Unit was selected previously.

The report will generate assets/data based on the business unit(s) selected. If nothing is selected, then all business units will be included in the report.

 

Clients (klienter)
Client filter allows you to select one or more clients to generate assets/data from the drop-down menu. You can search for the client name or number in the field.

The report will generate assets/data based on the client(s) selected. If nothing is selected, then all clients will be included in the report.

 

Client Tags (Klienttaggar)

The Client Tag filter allows you to select one or more client tags from the drop-down menu. You can search for the client tag in the field.

The report will generate assets/data based on the client tag(s) selected. If nothing is selected, then all client tags will be included in the report.

Note: only approved Client Tags (in Control Panel) will display in the drop-down menu. 

The report will generate assets/data based on the client tag(s) selected. If nothing is selected, then all client tags will be included in the report.

 

Case Type (Ärendetyper)

Case Type is the same as Practice Area. 

Case Type filter allows you to select one or more case types (practice areas) to generate assets/data for from the drop-down menu, or write in the text box to search for the specific case type (practice area) you wish to select. If nothing is selected, then all case types will be included.

The report will generate assets/data based on the case type (practice area) selected. If nothing is selected, then all case types (practice areas) will be included in the report.

 

Case Tags (Ärendetaggar)
Case Tags filter allows you to select one or more case tags from the drop-down menu, or write in the text box for the specific case tag you wish to select. If nothing is selected, then all case tags will be included.

Note: only approved Case Tags (in Control Panel) will display in the drop-down menu. 

The report will generate assets/data based on the case tag(s) selected. If nothing is selected, then all case tags will be included in the report.

 

Case Roles (Ärendedeltagare roller)
Case Roles filter allows you to select a specific case role that has been set for Case Managers or Participants within cases. These case roles are seen and set on either the Case Card, Participants-view. 

Selecting any case role from the drop-down menu will display assets for any entity that has that role setup in any case. If nothing is selected, then all case roles will be included.

  • Responsible Lawyer (Button) (Ansvarig jurist)
    This button is added to make it easier to select the role ‘Responsible Lawyer’ role in the field. This is typically the most popular selection. 

The report will generate assets/data based on the case role(s) selected. If nothing is selected, then all case roles will be included in the report.

 

Acquirers (Ackvisitörer)
Acquirers filter allows you to select one or more acquireres from the drop-down menu or write in the text box for the specific acquirer you wish to select. If nothing is selected, then all acquirers will be included.

Acquirers are seen and set on the Case Card or Client Card, Details-view. 

The report will generate assets/data based on the acquirer(s) selected. If nothing is selected, then all acquirers will be included in the report.

 

Time keeper (Medarbetare)
A time keeper is any User who has reported time. 

Time keeper filter allows you to select one or more time keepers (Users) from the drop-down menu or write in the text box for the time keeper (User) you wish to select. If nothing is selected, then all time keepers (Users) will be included.

The report will generate assets/data based on the time keeper(s) selected. If nothing is selected, then all time keepers will be included in the report.

 

Invoice Profile (Fakturaprofiler)
Invoice Profiles are created in the Control Panel. 

Invoice Profile filter allows you to select one or more invoice profiles from the drop-down menu or write in the text box for the invoice profile you wish to select. If nothing is selected, then all Invoice Profiles will be included.

The report will generate assets/data based on the invoice profile(s) selected. If nothing is selected, then all invoice profiles will be included in the report.

 

Show additional parameters... (Visa fler filter...)
This will expand the Filters tab to display more report filters that you can use. 

For more information on all available report filters, click here. 

Note:

1. You will only have access to this report if you are a User with 'Reporting'-rights. 

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