The Billing by Office report shows the total invoiced case note charges for each Office, including Professional Hours, Service Charges, Travel/Wait, Mileage, and Expense. It is designed to facilitate the reporting of local business taxes in cities (e.g., Washington’s B&O taxes), with the Office location (aka Branch Location) populated for each case used to estimate amounts billed in each tax jurisdiction. It is also an interesting view of the business from a management perspective.
One way to access this report is by going through the Reports tab and the Billing Reports sub-tab:
Another way to access the Billing by Office report is from the Invoice tab under the Reports button:
This is a report book type of format, with each table having a different tab in the browser display. The report is designed for export to Excel for further analysis. Each table populates in a different Excel worksheet within a single workbook.
There are four different levels of detail:
1) by Office,
2) by Office and Charge Type,
3) by Office, Referred VRC, and Charge Type,
4) by Office, Timekeeper, and Charge Type.
The accuracy of this report depends on consistent population of the Branch Location field in the Assignment Information section of the Case Info tab in each case. This information is not always available in L&I referrals and will often need to be entered manually.
Parameters:
Start and End Date parameters (required) are applied to filter results to case notes completed within the date range.
Office parameter (optional) allows you to filter results to a particular office or offices (a.k.a. branch location). If left showing None Selected, then all offices will be included.
Service parameter (optional) allows you to restrict results to a particular service or services. If left showing None Selected, then all services will be included.
Accounts parameter (optional) allows you to narrow results to a specific account or group of accounts. If left showing None Selected, all active and inactive accounts (including internal, administrative accounts) will be included.
^ Let me pick inactive accounts ^ checkbox determines whether inactive accounts are included in the choices for selection in the Accounts parameter. To see only active accounts, leave the checkbox unchecked (the default selection), and Select all from the Accounts parameter.
Referred VRC parameter (optional) is used to restrict results to those cases referred to a specific VRC or group of VRCs. If left with None Selected, all Referred VRCs will be included.
Timekeeper VRC parameter (optional) lets you narrow the results to case notes completed by a particular individual or team. If left with None Selected, all users who completed case notes for your cases will be included.
Notes:
Not recorded for Office means the sum for cases not assigned to an office.
Grand totals for Hours, Units, and Amount Charged are found at the bottom of the tables (all tables should show the same totals).
From Date and To Date indicate the earliest and latest Completed Date for the case notes summed in that row.
