Use the Summary Breakdowns page to view a summary of line items for the selected invoice. You can view summary information in the following ways:
•By Timekeeper—View a summary of invoice line items that are in the Fee category and are assigned to a specific timekeeper.
•By Fee/Expense Category—View a summary breakdown of invoices grouped by fee or expense category.
You can also use this page to perform adjustments. See Adjusting an Invoice Summary for more information.
1.Search for an invoice and open it. 2.In the left pane, click Summary Breakdowns. 3.At the top of the page, click By Timekeeper. The timekeeper summary breakdown information is displayed as follows: oAll Matters—Lists all timekeepers who are assigned to any matter associated with this invoice, along with their related totals. This section only appears if this is a multi-matter invoice. oIndividual Matters—Lists each timekeeper under the matter to which they are assigned, along with their related totals. See Summary Breakdowns Field Descriptions for specific information about the information in each column.
 Summary Breakdowns Page - By Timekeeper |
1.Search for an invoice and open it. 2.In the left pane, click Summary Breakdowns. 3.At the top of the page, click By Fee/Expense Category. The Fee/Expense summary breakdown information is displayed as follows: oAll Matters—Lists all fees and/or expense line items for any matter associated with this invoice, along with their related totals. This section only appears if this is a multi-matter invoice. oIndividual Matters—Lists each fee and/or expense category under its associated matter in a hierarchical representation that includes its associated line items and totals. See Summary Breakdowns Field Descriptions for specific information about the information in each column.
 Summary Breakdowns Page - By Fee/Expense Category |
Summary Breakdowns Field Descriptions
The following field descriptions apply to the Summary Breakdowns screen for both the By Timekeeper and By Fee/Expense Category options. Some field descriptions that follow may not display based on system settings and your assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.
Label
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Description
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% of Total Fees
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•By Timekeeper only: The percent ratio of the Net Amount of this row to the Total Net Fee amount for this invoice. (% = Net Amount:Total Net Fee) |
% of Total
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•By Fee/Expense Category only: Percent ratio of the Net Amount of this row to the Total Net Amount for this invoice. |
Avg Net Rate
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•By Timekeeper: The average of the Original Rate of the grouped line items for this timekeeper. •By Fee/Expense Category: The average of the Original Rate of the grouped line items for this category. For an Expense category, appropriate decimal places are displayed. |
Net Amt
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•By Timekeeper: The sum of the total amounts of the grouped line items for this timekeeper. The tax amount is excluded. •By Fee/Expense Category: The sum of the total amounts of the grouped line items for this category. The tax amount is excluded. |
Net Discount
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•By Timekeeper: The total of all of the Original Discounts of the grouped line items for this timekeeper. •By Fee/Expense Category: Total of the Original Discounts of the grouped line items for this category. |
Net Units
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•By Timekeeper: The total of the Original Units of the grouped line items for this timekeeper. •By Fee/Expense Category: The total of the Original Units of the grouped line items for this category. |
Total Adj
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•By Timekeeper: The sum of the adjustments of the grouped line items for this timekeeper. •By Fee/Expense Category: The sum of the adjustments of the grouped line items for this category. |
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