Filevine Billing can be reported on just like any other part of Filevine. Billing features open up new reporting columns and criteria as well as three new report types: Billing Items, Invoices, and Payments reports. This article discusses columns, criteria, and how these reports can be used.

General Columns and Criteria
Report Types

General Columns and Criteria

Billing includes new columns and criteria that can be used in any type of billing report as well as in List of Projects and List of Collection Items reports. These new columns and criteria can help you determine what the status of a case is, and can give you a fuller breadth of information when reporting on projects or collection items. 

Any Org with Billing enabled will have these additional reporting columns available for List of Projects, List of Collection Items, and billing reports:

Any Org with Billing enabled will also have additional criteria available for List of Projects and List of Collection Items reports, as well as any billing reports. These criteria are listed under “Project Billing” in the criteria dropdown: 

Report Types

The three new report types can be viewed in the “Select Report” tab of the Report Builder:

Billing Items Report

A Billing Items report is used to look at individual line items, like time and expense entries. This type of report can also be used to build an invoice template. 

A Billing Items report is useful when an attorney wants to see how many hours they’ve billed that day, or whenever a user wants to view line items limited by criteria like user, time period, or project. A Billing Items report can show you how many time and expense entries were made this week, for example, or how many time entries were billed at a specific rate. 

The default columns for a Billing Items report are:

• Project Name
• Description
• Units
• Rate
• Quantity
• Total
• Invoice Link
• Is Billable
• Username
• User Full Name
• Item Date
• Item Type
• Invoice Number

The criteria available for Billing Items are:

Invoices Report

Invoices reports are based on invoices, rather than focusing on individual line items like Billing Items reports. Invoices reports provide information like the totals and statuses of invoices and are useful for viewing information on all invoices for a project or for an Org. 

The default reporting columns for Invoice reports are:

• Project Name
• Description
• Units
• Rate
• Quantity
• Total
• Invoice Link
• Is Billable
• Username
• User Full Name
• Item Date
• Item Type
• Invoice Number

The Invoice link column provides a link that will take you directly to the invoice, where you can edit and send as you would in an invoice normally. The Project Name column is also a name that can take you to the project. 

The criteria available for Invoices reports are:

Payments Report

The third billing report is a Payments report. This report type is mostly used to track information about payments, like total, applied versus unapplied, reference numbers, date, and source.

The default report columns for Payments reports are: 

• Project Name
• Date
• Amount
• Source
• Reference Number
• Payment Is Void
• Created Date
• Modified Date
• Created By Full Name
• Created By Username
• Unapplied Amount
• Link

The criteria for payments are: