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This report is a statement of eBillingHub usage for the specified month. It lists all the invoices for which your law firm was charged. Use this report along with the Usage History report to compare eBillingHub charges against actual eBillingHub usage. Note that an invoice appears on these reports only once (when it was first processed through eBillingHub), regardless of any subsequent activity.
To generate the report, follow these steps:
1. Select Reports/Dashboards from the Reports menu.
2. Select Monthly Statement from the Management tab.
3. Select the desired month and year from the list boxes.
4. Select a currency from the list box. Only invoices in the selected currency will be included in the report.
5. Select ascending or descending order for displaying the client names. (The report is grouped by client name.)
6. Select a sort option from the list box for displaying the data. Options correspond to columns in the report display.
7. Select ascending or descending order for displaying the sort option data.
8. Click Submit to generate the report based on your selections. The following table describes the report columns.
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Column
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Definition
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Date
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The date the invoice was processed through eBillingHub for the first time.
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Invoice #
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A unique number from the firm's Time and Billing system that identifies the invoice.
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Fees
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The total fees (and fee adjustments) for the invoice.
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Expenses
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The total expenses (and expense adjustments) for the invoice.
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Amount
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The total amount of all fees, expenses, taxes and adjustments for the invoice.
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Matter Id
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A unique number in the firm's Time and Billing system that identifies the matter associated with this invoice.
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Matter Name
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The name of the matter in the firm's Time and Billing system.
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Vendor
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The eBilling vendor that processed the invoice.
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User
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The name of the eBillingHub user who submitted the invoice.
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Status
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Current status of the invoice in eBillingHub.
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You can export the report data to several formats. Click here for more information.
Related Topics
.png) Invoice Statuses
Additional Management Reports
Report Tools and Tips
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