Displays all clients from matters within the selected date range. 

NOTE: The date range should be less than one year. 

Includes two display options:

• Include Items On Hold: This option controls whether 'Billable - Later Invoice' professional fee items are considered when calculating 'Fees Entered'.
  • No (default): Excludes 'Billable - Later Invoice' items.
  • Yes: Includes 'Billable - Later Invoice' items. 

• Expand Row Groups: Adjusts the level of details displayed in the results.    
  • No (default): Client-grouped rows remain collapsed, showing only totals per client. 
  • Yes: Client-grouped rows are expanded, detailing a matter breakdown within each group. 

The total value of fees entered exclusive of tax, for the client or the matter. 

NOTE:

• 'Fees Entered Ex Tax' includes professional fee items with a billable or billed status, excluding non-billable and deleted items.
• Inclusion of fee items with the 'Billable - Later Invoice' status depends on the 'Inc. items on hold' setting. 
• The amount is based on the amount shown in the professional fee window. 

The total value of all invoices created exclusive of tax, for the client or the matter. 

NOTE:

• The amount includes billed professional fees and disbursements from both draft and final invoices.
• It is calculated based on the billed amounts rather than the original values of professional fees or disbursements.

• Receipts applied to invoices 
• Receipts that created a Credit Note.