Time & Expenses List Search and Detailed Time Entries
You can also view all unbilled and billed charges, search, and/or filter charges from the Time & Expenses list page. Additionally, you can view detailed time entries for specific members within a set date range by navigating to the Time and Expense page.
Go to the Time & Expenses list page by clicking on "Time & Expenses" link in left navigation bar.
You can also view charges from the Contact > Charges tab
You can also view charges from the Matter > Charges tab
You can also view charges from the Member > Charges tab
In the search bar, you can enter the charge number, description, vendor name, invoice number, or expense attachment file name to search charges
Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the charges list by:
Client
Matter
Member- Charge Type
Date Range
Click the "More Filters" button to filter by more filter options.- To view detailed time entries for a specific member within a date range:
Navigate to the Time and Expense page.
Select the specific member.
Set the desired date range to filter the entries.
Review the detailed line-item entries displayed.- To save the filtered view for future use:
Click Save Filters.
Enter a name for the filter.
Click Save Filters again.
A pill-shaped button with your filter name will appear. Click it to quickly reapply your preferred filters after clearing them.
You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on Time & Expenses List Page
Note: Custom date ranges will not auto-update to dynamic options like "This Month" or "This Year."
Clarification on Summary Reports
Summary reports, such as those labeled "By Matter" or "By Member," provide an overview and do not include detailed line-item entries. For detailed information, always use the Time and Expense page.
Alternative Reporting Options
Receipt Summary Report: Filter by client to view fees paid, total paid, and grand totals.
Client Invoices & Payments Report: Filter by client to see net totals for fees and amounts at both the client and matter levels.
Finding Total Fees Incurred and Paid for a Specific Client
Open the Time & Expenses page.
Click All Filters and select the desired client from the dropdown menu.
Click Apply Filters to view the filtered data.
Review the summary cards at the top of the page. These cards display:
Total incurred amount
Amount billed
Amount paid
Total due for the selected client
If you have any questions, please let us know!