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Bill Entity Relationship Listing

The Bill Entity Relationship Listing screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description​

The Bill Entity Relationship Listing displays details for Bill Entities, the Clients they are associated with, and the relationship between the two. The Listing can be generated for a user specified range of Clients and Matters, and can be produced in four different formats: sorted by Client Number, by Client Name, by Matter Number, or by Matter Name.

Report details include the following: Client Number and Name, Relationship Description, Bill Entity Number and Name, % (i.e. the percentage of all Bills for this Client that the current Bill Entity is responsible for), Effective Date (i.e. Date this Percentage became effective), Entered Date (i.e. Date the Percentage was entered into the system), Active (i.e. status of the relationship: either active or not), and Billing Default (i.e. whether or not this Bill Entity is the Billing Default for the current Client).

User Parameters​

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Client Number X To X - The user must manually enter the unique identifiers defining the range of Clients for whom the report will be generated. These fields default to the first and last possible Clients (i.e. by default, all Clients will be included in the report).

Matter Number X to X - The user must manually enter the unique identifiers defining the range of Matters for which the report will be generated. These fields default to the first and last possible Matters (i.e. by default, all Matters will be included in the report).

Effective Date X To X - The user must manually enter the range of dates for which the report will be generated. These fields default to the current system date.

Include - To include in the report only those Bill Entities with an Active status, the user must select the Active Only option; to include in the report only those Bill Entities that are set as Billing Defaults on at least one Matter, the user must select the Billing Defaults Only option; to include in the report only those Bill Entities that are both Active and set as a Billing Default, the user must select the Active and Billing Defaults Only option; to include in the report all Bill Entities that exist in the system, the user must select the All option.

Sort By - From the list provided, the user must select the way in which the report information will be sorted. Valid options are by Client Number, by Client Name, by Matter Number, or by Matter Name. This field defaults to the Client Number option.

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Click to view a sample Bill Entity Relationship Listing

*Note To return to this screen after viewing the sample report, simply click the "Back" button in your browser.

Last Updated on October 20, 2003