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Fee Contributions & Recovery Report

  • 03/09/2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Management > Fee Contributions & Recovery

Purpose: Provides details of Fee Contributions and Recovered Funds, allowing for attributing work to Staff Responsible, Staff Acting, Staff Assisting, Credit and Staff (Contributor). 

Report Trigger:

  • The report lists each matter for which transactions occurred during a specified period, determined by your date range selection (Matters Active from and Matters Active to).
  • The report assesses Staff fee contributions across the whole process of invoicing, from fee recording, invoicing, invoice adjustments to receipting, and thus considers the following transactions: 

1. Professional Fee (Time and Fee) entries dated within the specified period.
2. Invoices dated within the specified period.
3. Adjustments dated within the specified period.
4. Receipts allocated within the specified period.

 
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Important Notes


1. The report does not concern disbursements and excludes draft invoices when calculating invoiced Professional Fees.  

2. The report is dynamic and may alter when reprinted, often as a result of backdated transactions.

3. The date range filter (Matters Active from and Matters Active to) in this report aligns with each specific transaction type.

  • Please note that this feature sets the report apart from some other LEAP reports where the date range filter corresponds to a single type of transaction.
  • For instance, in the Staff Invoiced Funds Report, the date range filter corresponds exclusively to the invoice creation dates, while in the Staff Receipted Funds Report, it is specifically linked to the receipting dates. 

4. The report assesses Staff fee contributions across the whole process of invoicing. If you prefer to focus on Staff contribution to invoices or receipts specifically, you may refer to the Staff Invoiced Funds Report and the Staff Receipted Funds Report, respectively. 

Report Filters:
 
Date Range

Displays featured transactions that occurred within the chosen date range. 

NOTE: Date range should be less than one year. 

Reporting Group

Displays results based on the selected Reporting Groups.

  • You can Select all or choose certain Reporting Group(s).  
  • Matters that have not been assigned to any Reporting Group are placed within 'unassigned'. 
  • Refer to this article for instructions on Reporting Groups (under 'Reporting Groups').
Attribute Work to 

Consists of three filters:

1. Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members. 

NOTE: A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members).

2. Attribute Work To: Directs the report to calculate and display figures against:

  • Staff Responsible: The Staff responsible on the matter.
  • Staff Acting: The Staff Acting on the matter.
  • Staff Assisting: The Staff Assisting on the matter. 
  • Credit: The Staff member credited for the matter.
  • Staff: The Staff member who contributed to the professional fees (i.e., as a Contributor) in this report. 

NOTE: A Staff member becomes a Contributor by:

  • Their name being selected for the professional fee entries, or
  • Fee reallocation to them on a finalised invoice, with the reallocated amount captured within the 'Invoice Adj. Notes' column. 

3. Staff: Provides a staff list to select from, allowing users to filter by those to whom the work has been attributed.

NOTE: When you change the selection for Inc Inactive Staff (from Yes to No or vice versa), the Staff dropdown list will be updated accordingly.

Inc TaxDisplay figures inclusive or exclusive of tax.
Display

Consists of two filters:

1. Expand Row Groups:

Yes: With this option, all row groups will be expanded, giving the full details, including the Matter No. and Client associated with the relevant invoice. 

No: With this option, the Matter No. and Client associated with the relevant invoice are not displayed. 

2. Group By: 

Offers the following grouping options:

  • None: No additional grouping is applied. However, default grouping may still occur based on the selected work attribution:
    • If Attribute Work to is set to Staff Responsible, Staff Acting, Staff Assisting or Credit (rather than Staff), the report will automatically group the results by the selected Staff type. When fully expanded, it will provide a Contributor breakdown under the grouping Staff member and further a matter breakdown under each Contributor, as shown below.
    • If Attribute Work to is set to Staff, no default grouping is applied. The report will list individual Contributors and provide a matter breakdown under each Contributor.

  • Reporting Group: Applies higher-level grouping by Reporting Group.

Reports Fields: 

Reporting Group/Staff & Contributor Displays the relevant Reporting Group and Staff based on the selected Attribute Work To and Group By settings, along with the direct contributor.

Note: If Group By is set to None, no Reporting Group will be displayed in the report.

When the Expand Row Groups is set to Yes

Displays the Matter No. and Client associated with the relevant invoice. 

Fees Recorded

The amount of professional fees  (including those with the status 'Not Billable') recorded within the specified date range, based on transaction date.

Fees Written Off The amount of Not Billable Time and Fee entries recorded within the specified date range, based on transaction date. This includes fees that have been written off in a matter.
Fees Invoiced

The amount of professional fee entries invoiced within the selected date range, based on the invoice transaction date. 

NOTE:

  • This field only considers finalised invoices. 
  • It is calculated based on the professional fee entry's original amount (i.e. the amount that appears in the professional fee window), not their billed amount. 
Final Invoiced AmtProfessional fee entries invoiced within the specified date range, based on the invoice transaction date on finalised invoices only.

NOTE:
  • If there is a variance between 'Fee Invoiced' and 'Final Invoiced Amt', the variance arises from fee altering before finalising an invoice.
  • Please refer to this article for instructions on altering fees (located under 'Additional Options').
Invoice Adjustment Notes Adjustments to Professional Fee contribution made within the selected date range. This typically results from invoice adjustments but can occur due to fee reallocations. 

NOTE: Only adjustments within the specified date range will be captured by the report.
Receipts Allocated

Professional fees receipted within the selected date range, based on receipting date. 

NOTE: Only receipts allocated within the specified date range will be captured. 

 
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Tips on 'Invoice Adj. Notes':

While this field can capture both invoice adjustments applied to billed professional fees and fee reallocations made within the specified period, please note that fee reallocations can only affect the figure when the 'Attribute Work to' is set to 'Staff' (Fee Earner).  

 

Example: Suppose during the specified period there has been a fee reallocation on Matter 001, reallocating the amount of £500 from Staff A to Staff B. When the report filter settings include 'Attribute Work to' 'Staff' and only Staff B is selected from the 'Staff' dropdown list, the report exclusively focuses on the contribution by Staff B and excludes the contribution by Staff A. In this case, the field will only incorporate the £500 fee reallocation to Staff B when calculating the amount for Matter 001.

In contrast, if users attribute work to a Staff Type other than 'Staff', the report will focus on transactions at a matter level, where fee reallocation to Staff B will be offset by fee reallocation from Staff A. This is when the fee reallocation does not have any impact on the figure.

 
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Tips: 


The report is dynamic, and its results may change upon reprinting with the same filter settings. Figures may be updated due to changes between two report generation times, including:

  1. Modifying the date of a unbilled Time or Fee entry, which may affect 'Fees Recorded'. This typically occurs when a Time or Fee is backdated.
  2. Creating a new Time or Fee and dating it within the specified date range. This may impact 'Fees Recorded'.
  3. Changing the billing status of a Time or Fee (e.g., from Billable to Not-Billable). This may impact both 'Fees Recorded' and 'Fees Written Off'.
  4. Reversing an invoice after the 'To Date', which removes the invoice from the calculation of 'Fees Invoiced' or 'Final Invoiced Amount'.
Last Modified Date
3/09/2025 4:42 am
Title
Fee Contributions & Recovery Report
URL Name
Fee-Contributions-Recovery-Report-UK

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Fee Contributions & Recovery Report