When the Billed Information check box on the Options tab is selected, the options in this section are available. This section lets you select which items you want included in this area of the report. The order of the check boxes reflects the order in which the items print on the report. The information in this section is based on the Statement Date used when generating statements.

The following items can be included or excluded from the report. Select the corresponding check box if you want to include the item on the report. Clear the corresponding check box if you want to exclude the item from the report.

Hours Worked Total hours worked for transactions billed during the month.
Billed Hours Total billable hours billed during the month based on Statement Date. (Note: The Billed Hours includes the Write-Up Hours and Write-Down Hours.)
Write-Up/Down Hours

Separate lines will print for Write-Up Hours and Write-Down Hours.

Write-Up Hours - Total write-up hours for transactions billed during the month based on Statement Date. This figure is calculated based on the total Billed Hours minus the total Hours Worked for transactions whose Billed Hours is greater than Hours Worked.

Write-Down Hours - Total write-down hours for transactions billed during the month based on Statement Date. This figure is calculated based on the total Hours Worked minus Billed Hours for transactions whose Hours Worked is greater than Billed Hours.
Worked Value A calculated amount for all transactions billed during the month based on Hours Worked multiplied by Rate.
Write-Up/Down Hours Value

Separate lines will print for Write-Up Hours Value and Write-Down Hours Value.

Write-Up Hours Value - Value of the difference between Billed Hours and Hours Worked for transactions whose Billed Hours is greater than Hours Worked [i.e., (Billed Hours minus Hours Worked) x Rate].

Write-Down Hours Value - Value of the difference between Hours Worked and Billed Hours for transactions whose Hours Worked is greater than Billed Hours [i.e., (Hours Worked minus Billed Hours) x Rate].
Billed Amount Total billable fees billed during that month. (Note: The Billed Amount includes the Write-Up Amount and Write-Down Amount but does not include the Write-Up/Down Hours Value or Write Offs.)
Write-Up/Write-Down Amount

Separate lines will print for Write-Up Amount and Write-Down Amount.

Write-Up Amount - Total dollar write-up of fees billed during the month for transactions whose Amount is greater than the calculated amount of Billed Hours x Rate [i.e., Billed Amount minus (Billed Hours x Rate)].

Write-Down Amount - Total dollar write-down of fees billed during the month for transactions whose Amount is less than the calculated amount of Billed Hours x Rate [i.e., Billed Amount minus (Billed Hours x Rate)].
Courtesy Discount Total courtesy discount for fees billed for the category during the month. This figure is calculated when a final statement is updated.
Write-Up/Down Totals

Separate lines will print for Total Write-Up and Total Write-Down.

Total Write-Up - Total write-up for fees billed during the month (Write-Up Hours Value plus Write-Up Amount).

Total Write-Down - Total write-down for fees billed during the month (Write-Down Hours Value plus Write-Down Amount plus Courtesy Discount).
Worked Rate Hourly billing rate based on worked hours (Billed Amount divided by Hours Worked).
Billed Rate Hourly billing rate based on billed hours (Billed Amount divided by Billed Hours).
Write Offs Write offs for that month by category. Write off figures are accumulated based on the write off date. A report of write offs for a specified range of write off dates can be generated using the Client Ledger Report for Write Offs Only.
Effective Rate Hourly billing rate based on billed hours and write offs [(Billed Amount minusWrite Offs) divided by Billed Hours].
Percentages Select this check box if you want percentages included for all items selected in the Include Billed Information section. Details regarding how the various percentages are calculated can be found in the Sample Report Pack.
Percentage Formula Select this check box if you want the formulas that are used to calculate the percentages to print in gray text for each percentage.