Reporting
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      1. Dye & Durham Knowledge Base
      2. Unity® Accounting
      3. Reporting

      Overview of the Bill Journal Report

      Includes Bill Journal Report Overview and How To Print Report

       The “Bill Journal” report provides a list of bills for a specific time period. Filters and options are available to sort the report by alpha, numeric, bill numbers or date. The report format can be selected as either Summary or Detail. Closed clients can also be included or excluded from the report. The Bill Journal displays a breakdown of fees, disbursements and taxes for each invoice created. Responsible Lawyer is also noted. Bills that have been created and then reversed will not display on this report e.g. If a bill was created in April and then reversed in July, the April report if it is recreated in July will no longer display the April invoice. 

      The write off or the write down of a bill will not display on this report.

      To print report:

      1. Click on Reports
      2. Select the Bill Journal report
      3. Transactions From - Select the date range for transactions to include on the report.

      Note: 

      • Default range is 01/01/1980 to current date. The From date is critical and must be before any data has been entered that may affect the report as opening balances will not be included.

      4.     Client / Matter - Select the “Clients /Matters” to include by clicking on “Range” and enter the Client/Matter number or range of Client/Matter numbers required. Default selection is “All”. 

      5.     Major Client - To report for a specific major client, click on “Select.” To report on all Major Clients, leave the default setting to “All.” Default selection is “All”. 

      6.     Options - Select “Alpha” to sort by client name or select “Numeric” to sort by client number. Alternatively, you may sore by “Bill Num” or “Date.” There are two report formatting options: Summary or Detail.  Default selection is “Alpha”. 

      7.     Output Options - Select “View” to display the report on your screen, “Export to CSV” to export the report or “Print” to print the report. 

      Note:

       The Bill Journal Report can be exported to Excel or PDF from the “View” screen. 

      Bill Journal Summary Sample Report

      Bill Journal Detailed Sample Report

      Tips:

      • Select Memorize to add the report with the current options to the Memorized Reports.  Report can only be added once to the memorized reports..