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Invoice Summary Report In ZenCase
Invoice Summary Report In ZenCase

How To View Invoice Summary Report In ZenCase

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Written by Daryna Chorna
Updated over 10 months ago

Overview

You can view the invoice summary report for each matter in your firm directly in ZenCase from the Reports page. This report will show all the invoices with all statuses and the pre-bill hours, cut hours, and total hours broken down by fees, expenses, and total amounts. This report also shows all reviewers for each invoice.

How To View Invoice Summary Report

  • Go to the Reports page by clicking "Reports" from the left navigation bar.

  • On the Reports page, click "View Report" under Invoice Summary.

  • On the Invoice Summary report page, you will see all invoices generated during the current year by default.

  • You can filter by:

    • Client

    • Matter

    • Reviewer

    • Invoice Date

    • Status

    • Client Manager

    • Client Originator

    • Matter Manager

    • Matter Originator

  • Click "Settings" in the top right of the table results to turn on and off columns to display.

  • Click "Export Report" to view your report in CSV or PDF format.

    • Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.

How Values Are Calculated

  • Cuts Hours

    • These are time difference of actual hours minus discount hours that exist on an invoice.

If you have any questions, please feel free to contact us.

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