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This report displays all active invoices for a specific client that underwent a status change since the selected date. If there are multiple clients in your Time and Billing system mapped to the same eBillingHub client, then invoices for all clients mapped to that eBillingHub client will be included in the report.
Use the Active Invoices Summary by Client report to determine:
· The current status of all active invoices for a particular client
· How long an invoice has been in its current status
· Which eBillingHub user submitted the invoice
To generate the report, follow these steps:
1. Select Reports/Dashboards from the Reports menu.
2. Select Active Invoices Summary By Client from the Billing or Collections tab.
3. Select a client from the list box to filter the data by that client.
4. Use the interactive calendar to select a date range for the report. The date you select is the start of the date range up to the current date.
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To include all active invoices in the report, run Active Invoices and use the date of the oldest invoice as the Start Date.
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5. Select a currency from the list box. Only invoices in the selected currency will be included in the report.
6. Select a sort option from the list box for displaying the data. Options correspond to the 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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Invoice Number
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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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Invoice Amount
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The total amount of all fees, expenses, and adjustments for the invoice.
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Status
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The current status of the invoice in eBillingHub.
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Status Date
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The date of the most recent status change for the invoice in eBillingHub.
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Matter Id
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A unique number from 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.
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Client #
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A unique number from the firm's Time and Billing system that identifies a client.
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Client
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The name of the client.
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User
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The eBillingHub user who processed the invoice.
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You can export the report data to several formats. Click here for more information.
Related Topics
.png) Invoice Statuses and their Meaning
Additional Active Invoices Reports
Report Tools and Tips
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