To view Fee Note Items Billed Report

This reports shows shows all the items billed in all the invoices for different file types i.e.  Legal fees, disbursements etc

Elitesuiteke

  1. 1. Log into the system

    Log into the system

  2. 2. Go to Fee Notes & Quotations Module

    Go to Fee Notes & Quotations Module

  3. 3. Click on the Report link

    Click on the Report link

  4. 4. Click on Fee Note Items Billed option

    Click on Fee Note Items Billed option

  5. 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.

    Fill in all the details in the pop out Fee Note Items billed

  6. 6. Once done click on the Vie Report button to access the report

    Once done click on the Vie Report button to access the report

  7. 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

    Below is an example of the Fee Note Items Billed Report

  8. 8. Click on Items Billed Report Item: Legal fees File Type: Litigation Law Firm: L & L Associates Date: 01-01-2021 -> 26-10-2021 # Date Law Firm File No Fee Note No File Type Amount VAT Total 1 25-10-2021 L & L Associates 2/2/2021 10 Litigation 5,000.00 800.00 5,800.00     To…

    Click on Items Billed Report Item: Legal fees File Type: Litigation Law Firm: L & L Associates Date: 01-01-2021 -> 26-10-2021 # Date Law Firm File No Fee Note No File Type Amount VAT Total 1 25-10-2021 L & L Associates 2/2/2021 10 Litigation 5,000.00