The Statement Manager includes special column layouts for statement information.

(default) Column Layout

The “(default)” column layout includes columns for all fields.

Statements Column Layout

The following columns are included with the “Statements” column layout:

Client ID This column displays the Client ID for the client whose statement is shown on the row. Click the Client ID hyperlink to open the associated matter in the Matter Manager.
Client Name

This column displays the Client Name for the client.

Note: The Client Name column is a virtual field and cannot be used for sorting.
Work Description

This column displays the Work Description for the client.

Note: The Work Description column is a virtual field and cannot be used for sorting.
Stmt Date This column displays the Statement Date for the statement.
Stmt # This column displays the Statement Number for the statement.
Amount Billed This column displays the total billed on the statement.
Amount Due This column displays the total amount due for the statement.

Additional Columns

The following additional columns can also be included in Statement Manager column layouts:

Primary Tkpr #

This column displays the Primary Timekeeper for the client.

Note: The Primary Tkpr column is a virtual field and cannot be used for sorting.
Primary Timekeeper

This column displays the timekeeper number for the Primary Timekeeper for the client, followed by a hyphen, followed by the Tkpr initials (e.g., “1 - MLJ”).

Note: The Primary Timekeeper column is a virtual field and cannot be used for sorting.
Secondary Tkpr #

This column displays the Secondary Timekeeper for the client.

Note: The Secondary Tkpr column is a virtual field and cannot be used for sorting.
Secondary Timekeeper

This column displays the timekeeper number for the Secondary Timekeeper for the client, followed by a hyphen, followed by the Tkpr initials (e.g., “1 - MLJ”).

Note: The Primary Timekeeper column is a virtual field and cannot be used for sorting.
Originating Tkpr #

This column displays the Originating Timekeeper for the client.

Note: The Originating Tkpr column is a virtual field and cannot be used for sorting.
Originating Timekeeper

This column displays the timekeeper number for the Originating Timekeeper for the client, followed by a hyphen, followed by the Tkpr initials (e.g., “1 - MLJ”).

Note: The Primary Timekeeper column is a virtual field and cannot be used for sorting.
Misc Description 1

This column displays the Miscellaneous 1 field for the client.

Note: The Misc Description 1 column is a virtual field and cannot be used for sorting.
Misc Description 2

This column displays the Miscellaneous 2 field for the client.

Note: The Misc Description 2 column is a virtual field and cannot be used for sorting.
Misc Description 3

This column displays the Miscellaneous 3 field for the client.

Note: The Misc Description 3 column is a virtual field and cannot be used for sorting.
Ref # This column displays the reference number for the statement.
Progress Bill

This column displays “Yes” for progress billing statements (including "reconciliation" statements), or “No” for normal statements.

Note: The Progress Bill column is a virtual field and cannot be used for sorting.
Fees Due This column displays the amount of fees due for the statement.
Non-Billable Fees This column displays the total of non-billable fees on the statement.
Fee Write-Up Amt This column displays the total amount written up for fees on the statement.
Fee Write-Down Amt This column displays the total amount written down for fees on the statement.
Fee Tax Due This column displays the amount of fee tax due for the statement.
Courtesy Discount This column displays the total courtesy discount amount on the statement.
Hours Billed This column displays the total hours billed on the statement.
Non-Billable Hrs This column displays the total non-billable hours on the statement.
Billable Hours Worked This column displays the total billable hours worked on the statement.
Non-Billable Hours Worked This column displays the total non-billable hours worked on the statement.
Write-Up Hrs This column displays the total hours written up for fees on the statement.
Write-Down Hrs This column displays the total hours written down for fees on the statement.
Exps Due This column displays the amount of expenses due for the statement.
Non-Billable Exps This column displays the total of non-billable expenses on the statement.
Exp Write-Up Amt This column displays the total amount written up for expenses on the statement.
Exp Write-Down Amt This column displays the total amount written down for expenses on the statement.
Exp Tax Due This column displays the amount of expense tax due for the statement.
Advs Due This column displays the amount of advances due for the statement.
Non-Billable Advs This column displays the total of non-billable advances on the statement.
Adv Write-Up Amt This column displays the total amount written up for advances on the statement.
Adv Write-Down Amt This column displays the total amount written down for advances on the statement.
Adv Tax Due This column displays the amount of advance tax due for the statement.
Fin Chg Due This column displays the amount of finance charge due for the statement.
Fees Billed This column displays the total of fees billed on the statement.
Exps Billed This column displays the total of expenses billed on the statement.
Advs Billed This column displays the total of advances billed on the statement.
Fee Tax Billed This column displays the total of fee tax billed on the statement.
Exp Tax Billed This column displays the total of expense tax billed on the statement.
Adv Tax Billed This column displays the total of advance tax billed on the statement.
Fin Chg Billed This column displays the total of finance charges billed on the statement.

The Amount Due, Fees Due, Fee Tax Due, Exps Due, Exp Tax Due, Advs Due, Adv Tax Due, and Fin Chg Due columns represent due figures (not billed figures).

Note: The columns available in the Statement Manager include a subset of the fields in the Client Ledger file. Only records with a RECORD_TYPE of “S” are shown.

Note: The "Client" terminology used in "Client ID” and “Client Name,” and the “Timekeeper” terminology used in “Primary Tkpr #,” “Primary Timekeeper,” “Secondary Tkpr #,” “Secondary Timekeeper,” “Originating Tkpr #,” and “Originating Timekeeper” can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.