Billing - Case Activity Report

[Anonymous User]

Hey Mike,

I would like to use the billing in A1 for our law firm. Please let me know how to proceed and also how to run a report of all case activity for each month in A1 re: billing. Thank you for your help. please call or email me (661) 904-3939 or jennifer@vg-law.com

Thanks!

[Anonymous User]

The billing was primarily meant for defense firms or other areas of law. You may use the billing report. However, to track fees, you may use the case activity report. Please see the case activity reports and this article:

http://www.appellsoftware.com/Newslette ... 1-2001.htm

Mike

[Anonymous User]

Thanks Mike, that will really help. Is there a way to include the fees/costs tab in case activity. That is what I meant for billing. We could use that, and it would make our lives like 10x easier. Please let me know. Thanks again!

[Anonymous User]

I'm not sure I understand what you mean. The fee/costs tab is already in case activity.

Mike

[Anonymous User]

I meant in the case activity report. Can we include the fees/costs tab in the report?

[Anonymous User]

Okay - now I understand. What fields from the fee/cost tab would you like on the report?

Mike

[Anonymous User]

Attorney, time in minutes, hourly rate, and type of fee or cost.

Thanks Mike! : )

[Anonymous User]

There is also a billing tab but if you have already used the Fee/Cost I'll get a report for that. At present, as you may know, it's easy to print the information out for a specific case but for a report I'll add that in the next update.

Thanks,
Mike

[Anonymous User]

Actually, now that you mention it, it would be a lot easier to use the billing tab under type of entry 'fees'. That looks like it is easier to use. Is that report available yet?

[Anonymous User]

Yes - that report is already available and customizable.

Mike