The “Bill of Costs” report provides a list of billed and unbilled disbursements entered on a client/matter.  This report may be a crucial document for assessing and potentially recovering costs from the opposing party in a matter.  

This Report includes the following Information

To Print the Report

1. Click on "Reports"
2. Select the "Bill of Costs" report

3. Transactions From - Select the date range for transactions to include on the report. 

   Default range is 01/01/1980 to current date. The From date is critical and must be before any data has been entered that may affect the report as opening balances will not be included.

4. Client/Matter - Select the clients/matter to add to the report
5. Output method - Select “View” to display the report on your screen, “Export to CSV” to export the report or “Print” to print the report.

The Report includes the Information in Two Formats  

Bill of Costs

 Includes the details for each transaction including the Date, Reference, Description, Amount, Taxes and an identifier * that the disbursement is Billed.  A total is provided for each code and then the Client total at the end.  

Bill of Costs Sample Report 

The Client Bill of Costs Summary Page

Provides a single line item for each Disbursement Code with the code description, sum value and taxes.  A Client total is at the bottom.

The Client Bill of Costs Summary Page Sample Report

Tips

• Select memorize to add the report with the current options to the memorized reports.  Report can only be added once to the memorized reports.