The Paragraph format allows you to combine multiple transactions into paragraphs instead of printing each fee transaction on a separate line. The following paragraph formats are available:

Date

The Date paragraph format combines all fee transactions with the same date into a paragraph format regardless of timekeeper. Only one paragraph per date prints. The following example includes optional timekeeper initials and rate.

10/15/21 MLJ Put together proposal for Mid-State Insurance Company. PAM Office conference with Peter Smith, insurance salesman for company. 188.00
10/25/21 PAM Office conference with Sam Reader, Sally Fallows and John Darrington. Telephone conference with President of Mid-State. 160.00

Note: The Date paragraph format is ignored if a Subtotal option of Date is also specified.

Note: If more than one timekeeper has a fee for a specified date, the rate will be calculated by dividing the total amount billed for that date by the hours to bill.

Date/Timekeeper

The Date/Timekeeper paragraph format combines fee transactions by date by timekeeper into separate paragraphs. The following example includes optional timekeeper initials and rate.

10/15/21 MLJ Put together proposal for Mid-State Insurance Company. 300.00
10/15/21 PAM Office conference with Peter Smith, insurance salesman for company. 160.00
10/25/21 PAM Office conference with Sam Reader, Sally Farrows and John Darrington. Telephone conference with President of Mid-State. 160.00

Note: The Date/Timekeeper paragraph format is ignored if a Subtotal option of Timekeeper is also specified.

Note: The "timekeeper" label can be changed in Customization. However, the label "timekeeper" is used in all documentation.

Total

The Total paragraph format combines all fee transactions for the entire statement into a single paragraph regardless of dates or timekeepers.

Put together proposal for Mid-State Insurance
Company. Office conference with Peter Smith,
insurance salesman for company. Office conference
with Sam Reader, Sally Farrows and John
Darrington. Telephone conference with President
of Mid-State.

Note: You cannot select Total for the Paragraph format when including Dates.

Note: The rate is not displayed when using the Total paragraph format, even if the Rate option is selected for the statement template.

No Paragraph The No Paragraph option indicates all fee transactions will print as separate line items on the statement.

Note: Reference numbers for fees will not print on draft statements if the Paragraph Format is Date, Date/Timekeeper or Total. If you want the reference numbers to be printed on draft statements, the Paragraph Format must be set to No Paragraph.

Note: Selecting any paragraph format other than No Paragraph will prevent transaction codes and task codes from printing on the statement.

Note: If you want to use drill-down capabilities when previewing draft statements, the Paragraph Format must be set to No Paragraph.