The Subtotal format determines how and if the fees will be subtotaled in the fee section of the statement. The following options are available:

Timekeeper
Transaction Code
Category
Date
No Subtotal

Tip: Keep in mind that the format of the fee section is still determined by the Fee Format specified.

Summary Format Note: When using a summary fee format in conjunction with subtotaling, transactions with a Type of "5" (miscellaneous) will not be subtotaled and will print as separate detail items. Likewise, Type 4 (description only) transactions and transactions with a Bill Code of 4 (billable/always print) will print as separate detail items. This gives you the flexibility to subtotal the repetitive items yet provide detail for the items where detail is warranted.

Note: Non-billable hours are not included in subtotals.

Timekeeper

The Timekeeper subtotal option subtotals fee transactions by timekeeper. Transactions are sorted by timekeeper number. Multiple transactions with the same timekeeper are printed in date order and multiple transactions with the same timekeeper and date are further sorted by reference number. The timekeeper's name will print on the subtotal line.

Prepared proposal for ACME Insurance Company.       3.50
                                                    ----
Michael L. Jensen                                   3.50

Office conference with Peter Smith, insurance
salesman for company.                               1.75
Office conference with opposing counsel.            1.25
                                                    ----
Paula A. Madison                                    3.00

                                                    ----    ------
For Current Services Rendered                       6.50    651.25

Note: The example above also uses the standard fee format with description, detail hours, and total amount.

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

Transaction Code

The Transaction Code subtotal option subtotals fee transactions by transaction code. Transactions are sorted by transaction code number. Multiple transactions with the same transaction code are printed in date order and multiple transactions with the same transaction code and date are further sorted by reference number. The transaction code's description will print on the subtotal line.

Online research                                     1.30    195.00

Court appearance                                    2.00    300.00

Document preparation                                 .90    135.00

Telephone conference with client regarding
merits of proceeding to trial.                       .40     60.00

                                                    ----    ------
For Current Services Rendered                       4.60    690.00

Note: The example above also uses the summary fee format without description, detail hours and detail amount. The last transaction before the total uses a Type 5 (miscellaneous) transaction code.

Category

The Category subtotal format subtotals fee transactions by category. Transactions are sorted by category number. Multiple transactions with the same category are printed in date order and multiple transactions with the same category and date are further sorted by reference number. The category description will print on the subtotal line.

                                                    Hours
Office conference with Natalie Sherman to discuss
details of automobile accident.                      1.25
Investigation of accident site. Interview of
witnesses and review of police reports.              2.00
                                                     ----
Personal Injury                                      3.25

Preparation of Workers' Compensation documents.      2.00
                                                     ----
Workers' Compensation                                2.00

                                                     ----   ------
For Current Services Rendered                        5.25   656.25

Note: The example above also uses the standard fee format with description, detail hours and total amount.

Date

The Date subtotal format subtotals fee transactions by date. Transactions are sorted by date. Multiple transactions for the same date are printed in reference number order. The date will print on the subtotal line.

                                                    Rate   Hours
10/13/2021 Office conference with client.         100.00    1.25    125.00
           Letter to client's banker.             100.00    0.50     50.00
                                                            ----    ------
10/13/2021                                                  1.75    175.00

10/15/2021 Telephone conference with client.      100.00    0.25     25.00
                                                            ----     -----
10/15/2021                                                  0.25     25.00

10/19/2021 Review and revise contract.            100.00    0.50     50.00
           Employment law research.                75.00    0.40     30.00
                                                            ----     -----
10/19/2021                                                  0.90     80.00

           For Current Services Rendered                    2.90    280.00
No Subtotal The No Subtotal format indicates fees will not be subtotaled. Fee transactions will be sorted by date. Multiple transactions with the same date will print in reference number order.