The Fee allocation report provides a detailed list of payments made against client invoices. The report details the invoice and matter that the payment was applied to as well as how pay the payment was applied against each attorney fee account, expenses and taxes (if any).
A Summary can be included in the report that provides you summaries by client, fee credit attorney or responsible lawyer
Report Filters
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360037836794-Fee-Allocation-Report |