KCS - Why are the Billed amounts different between the Revenue and the Fee Allocation Report?

Objective:

  • Can't Reconcile Revenue and Fee Allocation Report

Environment:

  • Clio Web App
  • Reports

Additional Information:

n/a

Answer:

Four Reasons:

  1. Overpayments are included as Billed Time Collected on the Fee Allocation Report, and not on the Revenue Report
  2. Interest is excluded from Billed Time Collected on the Fee Allocation Report, but included on the Revenue Report
  3. Tax is included as Billed Time Collected on the Fee Allocation Report, and is a separate column on the Revenue Report 
  4. Bills with no Client/Matter are included as Billed Time Collected on the Fee Allocation Report, and excluded from the Revenue Report
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