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Matter Productivity by User Report and Productivity by User Report Showing Different Billable Amounts

Issue:

Environment:

  • Clio Manage

Cause:

  • The Productivity by User Report does not show non-billable Matters
  • The Matter Productivity report does not include bill or line item discounts in the "Billed" amount shown.

Answer:

  • If the Productivity by User Report is lower than the Matter Productivity report, then it is likely because there are billable Activities (Time Entries/Expenses) recorded on a non-billable Matter. The Productivity by User Report does not show non-billable Matters and will ignore the non-billable Matter, excluding it from the Productivity by User Report
  • If the Productivity by User Report is higher than the Matter Productivity report, then it's likely because there are Discounts being applied to a Bill or Line Items. The Matter Productivity report does not include discounts, but the Productivity by User Report will include discounts.
  • To track billable Time Entries and Expenses on a non-billable Matter, please run a Matter Productivity by User Report

 

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