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. Each item will be shown as a separate column. Keep in mind that the more columns selected, the smaller the font will be.

Non-Billable Hours Total non-billable hours accumulated during the specified time frame.
Non-Billable Amount Total non-billable amount accumulated during the specified time frame. This amount includes both the non-billable fee and cost amount.
Billed Hours Total billable hours billed during the specified time frame. Billed figures are accumulated based on the statement date. (Note: The Billed Hours includes the Write-Up Hours and Write-Down Hours.)
Original Hours

Total hours worked for transactions billed during the specified time frame. Any write-up/write-down of hours will not affect this figure.

Hours Difference

Billed Hours minus Original Hours.

 

Hours Ratio

Billed Hours divided by Original Hours.
Billed Rate Hourly billing rate based on billed hours (Fees Billed divided by Billed Hours).
Fees Billed Total billable fees billed during the specified time frame. Progress billed fee transactions (i.e., Type 6 transactions) are included in this amount. (Note: The Fees Billed amount includes Fee Tax and Progress Fee Tax.)
Expenses Billed Total billable expenses billed during the specified time frame. (Note: The Expenses Billed amount includes Expense Tax.)
Advances Billed Total billable advances billed during the specified time frame. (Note: The Advances Billed amount includes Advance Tax.)
Total Billed Total billable amount billed during the specified time frame. This amount includes total fees, expenses and advances billed. (Note: The Total Billed amount includes Sales Tax and Finance Charges.)
Write-Up/Down Total net write-up/down amount billed during the specified time frame. This amount includes write-up/down amounts for fees, expenses and advances.
Courtesy Discount

Total courtesy discount amount billed during the specified time frame.

Include Write-Up/Down

When this check box is selected, the courtesy discount amount will be included in the Write-Up/Down column.
Write Offs Total write offs during the specified time frame. Write off figures are accumulated based on the write off transaction date. For example, let's say a client's statement balance of $1,000 is written off on 11/04/2026 for a final statement with a statement date of 10/31/2026. The report would need to be run with a time frame that encompasses the 11/04/2026 date in order for the write off to be included.
Payments

Payments with a payment transaction date during the specified time frame. Payments include both work-in-process and archived payments. Unapplied payments are included; however any payments on hold are excluded.

Payment Ratio

Payments divided by Billed Amount.
Effective Rate Hourly billing rate based on original hours (Fees Billed Minus Fee Write Offs) divided by Original Hours.