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.