The manufacturers of Centerbase, an enterprise-grade, cloud-based, CENTERBASEpractice 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 info@crosspointecg.com or speak directly with one of our specialists in cloud-based applications at 877-357-0555.

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