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Description

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Fee Recovery Report by Participant

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Understanding the Filters and Columns

• Date Filter – Will report on hours billed in this date range
• Draft Invoices – If your invoices have not been approved yet, will you count them in the billed or the unbilled figures?

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• Actual Hours – the actual hours attributed to tasks picked up in the invoicing (note this is the invoice period not the time entry period) – entered either via time sheet or tasks.
• Billable Hours – the portion of invoiced hours entered as billable (may vary from the actual time as these are separate fields for entry – it is quite common to have a different value here).
• Amount Billed – The value invoiced in relation to the task (will pick up value adjustments on the invoice).
• Expected Recovery – actual hours x participant rate sheet. Note: if the participant has no rate sheet set against their login this figure will be distorted. If the Action has a rate sheet override on this rate sheet it will pick that up in the expected recovery.
• Write Off – Expected recovery less billable hours multiplied by the task rate (so if the time had been invoiced at $0.00 it would show as a write off).
• Variance – Expected recovery less the amount invoiced. In this case Christopher Webb entered more billable time than his actual hours so his variance is a negative.
• Recovery % - Invoiced amount / Expected recovery – in this case much more than was expected.
• Unbilled Hours – billable hours still remaining to be invoiced from the period. This is not an "as at" calculation. If you are running this report at a date past the period and have subsequently invoiced the hours entered in the period, they will not be included.
• Unbilled Dollars – Unbilled hours multiplied by expected recovery rate.

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