The Payments by Working – Current and Year to Date Report is a custom report style that provides Fee, Expense and Cost income by Timekeeper for the current period and year to date.  The report factors in PMT, RAP and TAP transactions and reversals.  It does not report on payments against interest or sales tax and provides no sort order by Client-Matter.

Sort Orders
Working Attorney
Responsible Attorney
Managing Attorney
Originating Attorney
Project Attorney
Staff Level
Practice Group
Type of Law
Department
Location

Options
One or All of Sort Order Type
Transaction Date Range and Beginning of Year
Detail Level
    None
    Timekeeper
    Timekeeper, Client
    Timekeeper, Client-Matter
Include Inactive Timekeepers
Page Break on Group Change
Various Summary Options
Various Filter Options
    Client-Matter
    Working Attorney
    Responsible Attorney
    Managing Attorney
    Staff Level
    Practice Group
    Type of Law
    Department
    Location

Explanation of Report Info/columns
Each column in this report represents payment applications against fees, expenses or costs for the specified date range.  Payments are calculated by totaling PMT, RAP and TAP transactions less reversals.

For pricing on this report, please contact Orion at support@orionlaw.com or 1-800-305-5867