Includes three staff-related filters that work together to refine the matters included.

• Include Inactive Staff: Determines whether inactive staff members appear in the 'Staff' dropdown list.
• Staff Type: Filters results based on one of the following roles:
  • Staff Responsible
  • Staff Acting
  • Introducing Lawyer
• Staff: Provides a list of staff members to select from.

NOTE: 

• • The Include Inactive Staff checkbox controls whether inactive staff appear in the Staff dropdown list.
  • The Staff Type filter defines the role of the selected staff member for filtering purposes.
    • Example: if a user selects Staff Responsible and chooses Staff A from the Staff dropdown list, the report will display only matters where Staff A is the Person Responsible. 

• Yes: Includes items with a billing status Billable - Later Invoice.
• No: Excludes items with a billing status Billable - Later Invoice.

• None: No grouping. 
• Introducing Lawyer: Introducing Lawyer on a matter. 
• Staff Acting: Person Acting on a matter. 
• Staff Responsible: Person Responsible on a matter. 

• When calculating the total outstanding invoice balance, draft invoice balances are included. 
• If the Receivables Balance is negative (i.e., the figure is enclosed by parentheses), this indicates that the matter's Retainer/Credits balance is larger than its total outstanding invoice balance.

The matter's total unbilled professional fees (Time and Fees) as of the 'At Date', inclusive of tax. 

For WIP Bal. and  Disbursement Bal., please note: 

• When Include Billable - Later Invoice Items is set to Yes, the amounts include items with a status of Billable - Next Invoice or Billable - Later Invoice.
• When Include Billable - Later Invoice Items is set to No, the amounts includes items with a status of Billable - Next Invoice, but not items with a status of Billable - Later Invoice.