Billing Q&A: Fee Compensation Rules Report

March 2020    Tags: , , ,

One of the attorneys is requesting a report to see which clients, for which he is the Primary Timekeeper, have Fee Compensation rules set up. Is there a report that can show this?

The Fee Compensation Rules Report, like most reports, can be run for various ranges, including by Primary Timekeeper.

To run the Fee Compensation Rules Report for a specific Primary Timekeeper

  1. From the Reports menu, point to Client and select Fee Compensation Rules Report.
  2. On the Client tab:
    1. Leave the Client ID fields blank.
    2. Select the desired Primary Timekeeper.
  3. On the Options tab, in the Group By section, select Client.
  4. Click OK.
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