Report Category

Description

Billing

Billing reports are intended to be used with Active Invoices to help billing personnel identify invoices that require eBilling follow-up. Specifically, these reports help with the following tasks:

·         Identify invoices that need to be posted/finalized in the Time and Billing system (Unposted Prebills report)

·         Determine the current status of an invoice and view its status change history (Invoice History report)

·         Track down the information for a particular invoice using an eBillingHub reference number or filename (Invoice Lookup by Reference Id report)

·         View summaries of all active invoices (Active Invoices reports) *

·         View activity transactions for invoice processing over a given time period  (Activity Transactions report) *

·         Reconcile invoices in the Time and Billing system with invoices in eBillingHub  (Period Reconciliation By Invoice Date report) *

Collections

Collection reports are intended to help collections personnel identify invoices that may require additional collections follow-up, and to assess the overall effectiveness of collection efforts. Specifically, these reports help with the following tasks:

·         View up-to-the-minute accounts receivable information for invoices (Aging A/R Invoices report)

·         View a summary of the average number of days clients take to pay invoices (Average Days To Pay)

·         Reveal invoices past their expected payment date based on payment history (Collection Status)

·         View summaries of all active invoices (Active Invoices reports) *

·         View activity transactions for invoice processing over a given time period  (Activity Transactions report) *

·         Reconcile invoices in the Time and Billing system with invoices in eBillingHub  (Period Reconciliation By Invoice Date report) *

Management

Management reports are intended to assist billing managers handle eBilling volume and trends, and to assess overall eBilling effectiveness. Specifically, these reports help with the following tasks:

·         Determine which invoices are no longer being tracked in eBillingHub (Deleted Invoices report)

·         View a list of eBillingHub clients mapped to your firm's Time and Billing system clients and the date of the last activity for each (Clients Listing report)

·         View a list of vendors through which your firm is eBilling and the date of the last activity for each (Vendors Listing report)

·         Generate a list of your firm's highest volume clients based on payments or number of invoices (Top Clients Invoiced report)

·         View billing trends such as increasing eBilling activity or rejections, or peak periods (Billing Activity Trends report)

·         View a snapshot of rejected invoices as a percentage of all submitted invoices (Rejection Levels Trends report)

·         List the invoices for which eBillingHub will charge your firm (Monthly Statement report)

·         Determine if eBillingHub is caught up with the invoices ready to bill and calculate the percentage of successfully ebilled invoices (Billing Progress report)