The Period Reconciliation By Invoice Date report lists invoices and their current eBillingHub statuses and monetary amounts for a specific invoice date range. Use this report to reconcile the data between eBillingHub and the firm's Time and Billing system to see if data discrepancies exist. For example, different invoice amounts may exist if a fee or expense adjustment was made in eBillingHub.
Column |
Description |
Invoice Number |
The unique number from the firm's Time and Billing system that identifies the invoice. |
Invoice Date |
The date of the invoice. |
Client # |
The unique number that identifies a client. |
Client Name |
The name of the client associated with the invoice. |
Matter ID |
The unique number in the firm's Time and Billing system that identifies the matter associated with this invoice. |
Matter Name |
The name of the matter in the firm's Time and Billing system. |
Current Status |
The current status of the invoice in eBillingHub. |
Status Date |
The date the invoice was updated to the status listed in the Current Status column. |
Invoice Amount |
The total amount of all fees, expenses, and adjustments for the invoice. |
Vendor |
The vendor that received the invoice. |
User Name |
The eBillingHub user who submitted the invoice. |