We are currently offering RTG Reports at no extra cost. This program provides additional reports for RTG Bills. We welcome your suggestions for new reports.

RTG Reports provides these reports:

1. Fees Billed and Collected
2. Summary of Fees Billed and Collected
3. Total Fees Billed and Collected
4. Fees Billed and Collected by Area
5. Summary of Fees Billed and Collected by Area
6. Matter Aging (Alphabetical By Client)
7. Matter Aging (CSV format)
8. Matter Aging by Billing Timekeeper
9. Expenses By Matter
10. Matter Fees by Month
11. Timekeeper Fees by Month
12. Monthly Fees (CSV format)
13. Fees and Expenses (CSV format)
14. Bills by Matter
15. Summary of Unpaid Fees and Expenses
16. Expenses Billed and Collected
17. Summary of Expenses Billed and Collected
18. Hours Reported by Timekeeper
19. Payment Summary by Matter
20. Fees and Expenses by Matter with Codes
21. Unbilled Item Aging by Matter
22. Unbilled Item Aging by Billing Timekeeper
23. Retainer Ledger by Group
    
    New Reports in Version 2.17:
24. Uncollected Bills
25. Realization: Fees Billed
26. Realization: Fees Collected
27. Fees & Expenses by Matter & Timekeeper with Codes
28. Matter Check
    
    New Reports in Version 2.20:
29. Matters with No Fees or Expenses in the Last 30 Days
30. Retainer Account Percent Unused

In addition to describing each report, this page provides installation instructions and a list of known problems.

Even more reports are described on the Custom Reports page.

RTG Reports provides two variations of this report. For each matter, both reports calculate

• fees billed
• fees collected
• fees written off

for each timekeeper who worked on the matter. Totals are displayed for a specified time period and also for all work on the matter to date.

For example, if you want to know the fees collected by each timekeeper for the preceding month, you can specify "last month" as the time period.

The two variations of this report perform the same calculations. The full report, Fees Billed and Collected by Matter, contains two sections for each matter. Here is a sample report.

• Transactions
  Shows each transaction used to do the calculations (from the opening of the matter) and how it was used. For bills and payments, it shows the dollar amount allocated to each timekeeper.
  
  
• Summary
  Shows a summary for the matter, including the fees billed, collected, and written off for the matter, by timekeeper.

The summary report, Summary of Fees Billed and Collected, only includes the summary section for each matter. It also includes totals for each timekeeper, for all matters.

Total Fees
The Total Fees Billed and Collected, a third report, shows only the timekeeper totals. This is a brief report that reveals the overall performance of each timekeeper for any specified time period.

This report shows fees billed and collected for each matter, grouped and subtotaled by area of practice, over a specified time period. You may include either one practice area or all practice areas in the report.

Summary
The Summary of Fees Billed and Collected by Area shows only the totals for each practice area. Matter totals are not shown.

This report is the same as the standard Matter Aging report in RTG Bills, except that the matters appear in a different order. The standard report shows matters in matter number order, but this report shows matters in order by the client abbreviation.

This reports summarizes the aged amounts for each matter, in a format designed to be read by other programs. One line of output is created for each matter with a balance due.

When you print this report to a file, the data is in "comma-separated values" (CSV) format, which can be read by most spreadsheet and database programs. The first line of output contains the field names: Client, Case, BillingTkpr, Current, Over30, Over60, Over90, Over120.

The client and case numbers are separate, not combined as a matter number.

The field BillingTkpr is the timekeeper number of the Billing Timekeeper.

The remaining fields are the unpaid currency amounts for each aging period. Each amount is the total of fees, expenses, late charges, and taxes.

Note that the aging periods include both "over 90" and "over 120." In other RTG Bills reports, these two periods are added together.

This report is similar to the standard Matter Aging report in RTG Bills. However, instead of grouping matters by client, they are grouped by Billing Timekeeper.

The matters for each Billing Timekeeper begin on a new page, to make it easy to distribute each section to the appropriate timekeeper for follow-up.

This report is similar to the standard Fees and Expenses by Matter report. It differs in two ways:

1. Only expenses are shown (including Unit Cost transactions).
2. Both the Amount Reported and the Amount To Bill are shown with totals. The standard report does not show the total Amount Reported.

This report summarizes the hours and fees billed. For each matter, totals for each month and a matter total are reported.

This reports summarizes the hours and fees billed by month, in a format designed to be read by other programs. One line of output is created for each unique combination of matter, timekeeper, and month.

When you print this report to a file, the data is in "comma-separated values" (CSV) format, which can be read by most spreadsheet and database programs. The first line of output contains the field names: Month, Client, Case, Tkpr, Hours_Billed, Fees_Billed.

The Month field contains the date of the first day of the month being summarized. For example, 12/1/1999 indicates the totals for December 1999. (The day is included because some programs do not recognize 12/1999 as a date.)

The client and case numbers are separate, not combined as a matter number. This makes it easier to create totals by client.

The Tkpr field contains the Timekeeper Initials.

If you need more detail than this report provides, see the report Fees and Expenses (CSV format). It includes both billed and unbilled transactions, and it includes both fees and expenses.

This report summarizes the hours and fees billed. For each timekeeper, totals for each month and a timekeeper total are reported.

This reports shows fee and expense transactions in a format designed to be read by other programs. One line of output is created for each fee and expense transaction. You can specify both a range of matters and a range of dates.

When you print this report to a file, the data is in "comma-separated values" (CSV) format, which can be read by most spreadsheet and database programs. The first line of output contains the field names: Date, Client, Case, Tkpr, Status, Type, Hours_Billed, Amount_Billed.

The output includes the client and case numbers separately, rather than combined as a matter number. This makes it easier to create totals by client.

The Tkpr field contains the Timekeeper Initials.

The Status field is Unbilled for an unbilled transaction and Billed for a billed transaction.

The Type field is Hourly for an hourly rate transaction, Fixed for a fixed-fee transaction, Expense for an expense transaction, and Unit for a unit cost transaction.

This reports shows the bills created for each matter in order by date. For each bill, it shows the fees and expenses billed by each timekeeper, as well as totals. You can specify both a range of matters and a range of dates.

For each matter, this reports shows the unpaid fees by timekeeper. It also provides the total unpaid fees and expenses for the matter. You can specify a range of matters.

In order to determine unpaid fees for each timekeeper, this report performs the same calculation as the Fees Billed and Collected report.

RTG Reports provides two variations of this report. These reports are exactly like the two Fees Billed and Collected reports, except that they analyze expenses not fees.

This report shows hours reported and hours to be billed for each day, with subtotals for each timekeeper. Both billed and unbilled transactions are included. Both hourly rate transactions and fixed fee transactions (which may include hours) are included.

One use for this report is to identify missing time entries prior to billing. A date range of one week or one month is often used for this purpose.

It is important to note that a single fee entry may represent work done over more than one day, so the total hours for a day may not represent work done only on that day.

Use this report to get an accurate total of fees, expenses, late charges, and taxes received over a given time period.

Unlike the standard Payments and Adjustments by Matter report, this report does not show the individual transactions. However, the standard report cannot give an accurate total for fees and expenses, because automatic payments (that is, payments entered with Automatic Allocation checked) appear as unapplied payments, with no allocation, even after they have appeared on a bill.

An automatic payment is allocated to fees and expenses when it appears on a bill, not when you enter the payment. For that reason, the Matter Ledger shows two transactions for each payment: a Payment transaction when the payment is entered, and a Payment Used transaction when the payment appears on a bill. Only the Payment Used transaction affects the matter balance.

This report matches the Payment transactions with the Payment Used transactions to determine the allocation to fees and expenses, then it records the amounts as of the time the payment was entered. For a payment that has not yet appeared on a bill, the report allocates it based on the balance due for the matter (which is how RTG Bills will allocate it when it prints the next bill).

If a payment exceeds the amount that the client has been billed, the payment will appear as an overpayment. Overpayments are not allocated to fees and expenses, because the allocation cannot be determined accurately until additional bills are generated.

In addition to payments, the report also shows debit adjustments and credit adjustments. A debit adjustment (which increases the balance due) is often the previous balance you entered when you first started to use RTG Bills. A credit adjustment (which decreases the balance due) is usually a writeoff: an amount you billed to the client, but which you cannot collect.

This report is similar to the standard Fees and Expenses by Matter report in RTG Bills. However, it shows the task and activity codes for each transaction.

A warning appears on the report if a code is missing. An activity code is considered missing if the matter is set to use an activity code table, but no activity code was entered. A task code is considered missing if the matter is set to use a task code table, the transaction is a fee (hourly or fixed), but no task code was entered.

This report is designed to help you find missing codes before you prepare electronic bills with RTG E-Bills.

The Unbilled Item Aging by Matter report shows the total unbilled fees and expenses for each matter, with aging. The Unbilled Item Aging by Billing Timekeeper report shows the total unbilled fees and expenses for each Billing Timekeeper, with aging.

These reports are sometimes called WIP Aging reports. WIP, or Work-In-Process, is another name for unbilled transactions.

The Retainer Ledger by Group report lists the transactions for all retainer accounts that have the same group number.

Each group number represents a bank account. If you have a single bank account that holds all of the trust funds for your clients, use group number 1. Edit each retainer account and enter 1 in the Group box.

The report shows all of the transactions for a single group number. Rather than specify the group number directly, you will see the Select Retainer Accounts window. Select One Matter and then select One Account. Click Select and choose a retainer account. The group number of the selected retainer account will determine the group number used for the report.

You can select a range of dates for the report. Only transactions in this range will be included in the report. The report will show a starting balance, the running balance after each transaction, and an ending balance. You can check this against the statements you receive from the bank.

For each billing timekeeper, this report shows the matters that have uncollected bills, the amount of each such bill and the amount not yet collected.

It is important to note that RTG Bills does not actually apply payments to particular bills. It uses a balance-forward accounts receivable system, which applies payments to the balance due.

Nevertheless, this report attempts to match payments with bills in an attempt to find bills that may have been overlooked by the client.

Note that debit adjustments, which increase the balance due, are treated like bills. Often they represent the conversion balance, which is the amount the client owed when you first started using RTG Bills.

This report compares how much you could have billed, if you had used the benchmark billing rates, to how much you actually billed. The results for each billing timekeeper are shown separately.

To create this report, you must create rate table 99 and enter a benchmark billing rate for each timekeeper.

The Benchmark column shows the amount that would have been billed if the benchmark rates had been used for every timekeeper.

The Reported column shows the amount reported (Hours Reported times actual billing rate). It will differ from the Benchmark column if the billing rates used differ from the benchmark rates in table 99. In other words, it shows if you are using rates that are higher or lower than your standard rates.

The Billed column shows the amount to bill (Hours To Bill times actual billing rate). It will differ from the Reported column if you wrote off some of the reported time.

The Summary report omits the matter totals.

This report compares how much you billed to how much you collected. The results for each billing timekeeper are shown separately.

The Billed column shows how much was billed. The Written Off column shows credit adjustments that reduced the amount you could collect. The Uncollected column shows how much has not yet been collected. The Collected column shows how much has been collected. Finally, the % Collected column shows the percentage of the billed amount that has been collected.

The Summary report omits the matter totals.

This report is similar to the standard Fees and Expenses by Matter report in RTG Bills. However, it shows the task and activity codes for each transaction. It is the same as Fees & Expenses by Matter with Codes, except that it allows you to select a single timekeeper.

A warning appears on the report if a code is missing. An activity code is considered missing if the matter is set to use an activity code table, but no activity code was entered. A task code is considered missing if the matter is set to use a task code table, the transaction is a fee (hourly or fixed), but no task code was entered.

This report is designed to help you find missing codes before you prepare electronic bills with RTG E-Bills.

Checks each matter for missing or invalid information. For example, it finds matters that have a bill format number of zero, or a number that does not exist. It also finds matters with no matter name or matter abbreviation.

The report displays matters that have both a positive balance and a negative balance. A positive fee balance and a negative expense balance, for example, usually means that a payment was applied incorrectly.

RTG Reports is installed as a free upgrade using the built-in upgrade feature of RTG Bills.

Note that each version of RTG Bills requires a matching version of RTG Reports.

This How-To Guide shows the installation procedure:

How To Install RTG Reports

Once you have installed RTG Reports, start RTG Bills and click the Reports button. The new reports will be on the list of reports.

1. If you install a new version of RTG Bills and you do not install the corresponding version of RTG Reports, you should get an error message telling you about the problem when you try to view or print a report that requires RTG Reports.
   
   However, if you install RTG Bills V2.20 or above and the installed RTG Reports is V2.19 or below, you will not see the expected message. Instead, RTG Reports will display its name and version information, followed by error messages from RTG Bills.
   
   Installing a new version of RTG Reports will fix the problem.

To make suggestions for improvements, or to report problems, send us a message.