The manufacturers of Centerbase, an enterprise-grade, cloud-based, 
practice management application, are pleased to announce the addition of several new reports to deliver pertinent information to firm managers.
ACCOUNTING
General Ledger
Accounting General Ledger Report — Can be added to databases that are at current level, and do not yet have this available in the Accounting section.
Trial Balance
Accounting Trial Balance Report — Can be added to databases that are at current level, and do not yet have this available in the Accounting section.
Check Report
List of all checks written for a time range, then sorted by date descending.
BILLING REPORTS
Rates by Matter
Shows all timekeeper rates for all matters. Filters to select client, timekeeper, matter, rate schedule effective date and type of rate to view. Groups by matter.
Expense Report by Billing Code
Expenses entered, billed or collected. Grouped by expense billing code. Filter by matter or client, or date of expense entry.
Client Snapshot grouped by Originator
Comprehensive client snapshot grouped by assigned originator filterable by date and posting status. Current and year-to-date numbers for unbilled fees and expenses, fees billed and received, write offs and discounts, mark ups/down, and balance due.
Client Snapshot
Comprehensive client snapshot filterable by date and posting status. Current and year-to-date numbers for unbilled fees and expenses, fees billed and received, write offs and discounts, mark ups/down, and balance due.
Fees Billed by Originator
Billed and NET Fees Grouped and subtotaled by Originator. Sub-totals by Timekeeper for billable hours, total fees, fees billed, discounts and credits and NET FEES billed. The date range specified is for the BILL issue date (not the billing entry date).
Fees Billed by Timekeeper
Billed and NET Fees by Timekeeper for showing billable hours, total fees, fees billed, discounts and credits and NET FEES billed. The date range specified is for the BILL issue date (not the billing entry date).
Matter Snapshot
Comprehensive matter snapshot filterable by date and posting status. Current and year-to-date numbers for unbilled fees and expenses, fees billed and received, write offs and discounts, mark ups/down, and balance due.
Expense Report by Matter
Expenses grouped by matter. Filters to show billed, collected, or entered. Filter by matter or client, or date of expense entry.
PAYMENT REPORTS
Credits Applied by Matter
Shows credits applied grouped by matter showing breakdown between both fees and expenses. Filter for date range.
Credits Applied by Timekeeper Details
Shows fees allocations received for timekeepers including payment date, client, matter, billing code, and allocation method. Filters for date range, matter, client, and payment type.
Payments by Matter Detail
Shows detail of all payments received by matter with breakdown between fees and expenses. Filter for date range, matter.
Payments by Matter Summary
Shows summary of all payments received by matter with breakdown between fees and expenses. Filter for date range, matter.
Payments Received by Timekeeper Details
Shows fees allocations received for timekeepers including payment date, client, matter, billing code, and allocation method. Filters for date range, matter, client, and payment type.
Payments Received by Timekeeper Summary
Shows fees allocations received for timekeepers in summary mode, one row per timekeeper. Filters for date range, matter, client, and payment type.
Unallocated Payments Report by Client
List of payments with unapplied balances listed by client. Payments as opposed to payment distributions do not track the matter they have been applied to as a payment may be used for multiple matters.
TIMEKEEPING
Hours by Timekeeper: This Year Details
Total Hours by timekeeper. Limited to current year only based on report query. Filter to specify date range within current year. Full record details for all time entries
Hours by Timekeeper: This Year Summary
Total Hours by timekeeper. Limited to current year only based on report query. Filter to specify date range within current year.
Time by Day: Last Month
Summary timekeeper activity last month. Shows daily total billable and non-billable hours by timekeeper for the previous month.
Time by Day: This Month
Summary timekeeper activity this month. Shows daily total billable and non-billable hours by timekeeper for the current month.
Download the new reports for Centerbase
The staff at Centerbase is committed to making their application a leader in delivering a comprehensive, all-in-one professional solution for law firms. Considering a move to the cloud? Let us know! Send us a message at [email protected] or speak directly with one of our specialists in cloud-based applications at 877-357-0555.
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Dana Riel is President and Founder of Business Solutions, Inc., serving the Washington, D.C. metropolitan area since 1985. Her firm is the authorized training center for the region for Time Matters and PCLaw by PCLaw|Time Matters, PLLC; Timeslips and Sage 50 Accounting by Sage Software; and QuickBooks by Intuit Corporation. She also serves as a consultant for Caret Legal (formerly known as Zola Suite), CosmoLex, Soluno & TimeSolv. As a trainer, Dana has provided training services to organizations such as the DOD Defense Logistics Agency, Judge Advocate General’s Office (JAG)/Department of the Navy, University of the District of Columbia School of Law, U.S. Department of Commerce and the U.S. Department of Veterans Affairs, as well as with small‐ to mid‐size law firms in the Baltimore‐Washington D.C. area. In 2009, she participated in the series of day‐long seminars sponsored by the District of Columbia Bar Association Practice Management Section, titled “Basic Training: Learn About Running a Law Office”. Ms. Riel also served as an Adjunct Professor in Georgetown University’s Paralegal Studies Program, having taught the course, “Legal Ethics/Legal Technology” in 2009; and “Legal Technology” for the Spring and Summer Semesters of 2010. She presently serves on the Advisory Board for PCLaw|Time Matters, PLLC.