This reports shows all the items billed in all the invoices for different file types i.e. Legal fees, disbursements etc.
Steps:
1. Log into the system
2. Go to “Fee Notes & Quotations” Module
3. Click on the “Report” sub module
4. Click on “Fee Note Items Billed” option
5. Fill in all the details in the pop out Fee Note Items billed
As shown in the below example select the file types which can either be (all, litigation, conveyancing etc) Fee Notes Items (Legal fee, vatable and non-vatable disbursements), law firm and the date.
6. Once done click on the “View Report” button to access the report
7. Below is an example of the Fee Note Items Billed Report
This shows the date, law firm, file number, amount etc. The print and Export to excel option should you need to save the report in excel.
