How do I determine unbilled amounts at some date in the past?

If your version of Legalmaster is older than Legalmaster'70 or you don't have Legalmaster's Revenue Allocation Module, this question requires your running two MIRC reports and adding the totals together.

I. If your version of Legalmaster is Legalmaster'70 or newer and you have Legalmaster's Revenue Allocation Module...

You may produce this report by Client, Matter, Responsible Attorney, Client Attorney, Working Attorney, Fee Grouping Code, Case Type, Client Type, any combination of those, as well as a few other ways.

Make the first columns on your report whatever fields by which you want to analyze your data. Then add at least two columns.

1) Unbilled Billable fee $ from 01/01/81 through whatever date you want your WIP calculated.
2) Billed Billable fees with a transaction dates the same as the previous column and a billing date beginning one day after the ending transaction date and ending with today's date.

We also suggest you add a calculated field that sums the two columns.

That's all you have to do.

II. If your version of Legalmaster is older than Legalmaster'70 or you don't have Legalmaster's Revenue Allocation Module, you must run two reports and add the numbers together.

There are two characteristics of Legalmaster that make this calculation possible.

1. When a fee or cost transaction is billed, Legalmaster assigns it an invoice number. Prior to its being billed it has no invoice number assigned to it.
   

2. Legalmaster know not only when your work was performed (the transaction date), but also when it was billed (the billing date).

The first of the two reports gets a figure for entries that took place prior to your date of interest and remain unbilled today. If they're unbilled today, they must have been unbilled back on your ending date. The second report gets a figure for entries that were unbilled as of your ending date but have been billed since then. Although those latter entries now have an invoice number assigned to them, we can tell that they were still unbilled on your ending date because their billing dates occur after your ending date.

Just add the totals from the two reports together.

1. The first report may be had either with MIRC for Cases or MIRC for Transactions.

   1. If you prefer to use MIRC for Cases, merely ask for unbilled fees, costs or both from 1/1/81 through your ending date.

   2. If you would rather use MIRC for Transactions,you must use two range fields.

      1. Include transaction dates from 1/1/81 through your ending date
         

      2. Exclude invoice numbers 1 through 99999999.

      You must use MIRC for Transactions if you want to sort or subtotal by timekeeper (employee) or grouping code. Otherwise either MIRC will do.

2. The second report must be run with MIRC for Transactions. In this case you must include three range fields.

   1. Range on Transaction date to Include 1/1/81 through your ending date.
      

   2. Range on Invoice number to Include 1 through 99999999.
      
   3. Range on Billing date to Include the day after your ending date through today.

Please return me to the list of Frequently Asked Questions.