Two things apply to all the reports below, and matter more than any individual column:A figure that reads "not recorded" or "not yet described" is not zero. When a payment is received, CaseConnect works out how much of it was profit costs and how much was ...
What it's for: the VAT figure your VAT return actually needs on a cash basis — VAT contained in money you've received, not money you've billed. Your accrual-basis VAT (VAT on invoices raised) is unaffected and available elsewhere as before; this report ex ...
What it's for: three separate questions that used to be answered by one misleading "recovery rate" — billed money is not the same as collected money:What have we billed the client for?What have we actually collected from the client?What have we paid the s ...
What it's for: real income, cash basis — profit costs actually collected, net of VAT, with disbursement recovery and VAT shown separately so they don't inflate the income figure.Shows, by payment date: client, matter, invoice number, income, disbursements ...
What it's for: what each fee-earner has billed, collected, and has sitting in unbilled work — plus their share of it, if your firm uses fee-sharing (see Fee Share below). Firm-wide by default, narrowable to one person. Firm Admin only.One row per matter p ...
What it's for: which external contacts (introducers, referrers) send your firm work, and what it costs. This is the first report to make use of the "source of instruction" field already recorded when a matter is opened. Firm Admin only.One row per referre ...
What it's for: the same fee-share figures, but for yourself. Available to every user, not just Firm Admins — a consultant or fee-earner can see their own position without needing to ask.Shows, per matter you're a participant on: matter, client, billed, co ...
(Not a report on its own — this section explains the feature that Fee-Earner Income, Income by Referrer and My Income are all built on.)A fee share records that someone — a fee-earner at your firm, or an external contact such as a consultant or introducer ...
Check "Receipts not yet described" first. If any report shows this line with a non-zero figure, treat every total above it as a minimum, not a final answer.Origination and work-done are separate money. Don't assume a 100% total across all shares on a matt ...