Our firm has an attorney who is allocated receipts as a working timekeeper, an originating timekeeper, and as a primary timekeeper. How can I get total receipt allocations by client for this attorney?
Run a Receipt Allocation Report. On the Options tab, select Detail and select the Include Fee Compensation Amounts check box. Under the Only Clients for Working Timekeeper section, make sure the Include Expenses, Advances, Finance Charge and all Timekeeper Information check box is cleared. On the Format tab, clear the Include Current Amount Due check box. On the Sort tab, select Working Timekeeper. If desired, you can designate that timekeeper as the beginning and ending timekeeper so as to exclude clients that do not have payment allocations for that timekeeper.
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