Displays staff members' contributions based on payments received dated within the chosen date range.

NOTE:

The Date Range filter (Start Date and End Date) in this report is based on the Payment Received Date. This differs from other reports such as the Staff Invoiced Funds Report (which use the Invoice Date as the basis). Please be mindful of these distinctions to avoid comparing reports with different date filter criteria. Best practice is considering your reporting purpose in order to select the most appropriate report.

Consists of two filters: 

1. Include Inactive Staff:

Yes: Include inactive staff members in the 'Staff' list for selection. 
No: Exclude inactive staff members in the 'Staff' list for selection. 

2. Staff list for selection. 

NOTE:

• When you change the selection for Include Inactive Staff (from Yes to No or vice versa), the 'Staff' drop-down list will be updated accordingly.
• A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > members).

Consists of two filters:

1. Group By:

Allows users to group the list by:

• None
• Month

NOTE: The 'Month' option is useful for reviewing monthly contribution of staff members.

2. Expand Row Groups:

• None: Keeps all group rows collapsed, displaying only staff members and their respective contributions.

• Staff: Expands the 'Staff' group rows, adding the following information: Invoice Date, Invoice Status, Matter No., Client, Invoice Total (Inc), Invoice Fees Total (Inc), Staff % and Fee Receipted.

• Receipts: Further expands to include the details of the payment received, adding Receipt Date, Receipt No. and Receipt Description.

NOTE: This setup allows for progressive detail, from a high-level summary to a fully detailed view. Selecting the Group By and Expand options allows you to export or print a detailed list of all the items in the report and not just a summary.

Displays the following information:

• The staff member who contributed to payments received, and/or
• The transaction number of the relevant invoice

Further adds the following details:

• Invoice Date: The date of the invoice transaction.
• Invoice Status: The current status of the invoice.
• Matter No.: The number of the matter linked to the invoice.
• Client: The client for the associated matter.
• Invoice Total: The total amount of the invoice.
• Invoice Fees Total: The total fees billed on the invoice that are attributed to the staff member.
• Staff %: The percentage of the staff member's fee contribution to the invoice.
• Fee Receipted: The value of payments received applied to the invoice fees within the selected date range, 

NOTE: 

• The Invoice Total, Invoice Fees Total, and Fee Receipted amounts are displayed as either inclusive or exclusive of tax, based on your ‘Inc Tax’ settings.

• If a payment received within the selected date range has been reversed, it will be listed with the reversal date and no associated amount, ensuring it does not affect contribution calculations.

• Staff % is rounded to two decimal points, so the total staff % on an invoice may vary slightly by ±0.01%.

• Only invoice adjustments and fee reallocations dated within the selected date range are included. These affect staff contributions to billed professional fees, impacting Staff %.

• Payment received value is allocated to billed items based on their proportional billed amounts.

Further adds the following details:

• Receipt Date: The date of the payment received transaction.
• Receipt No.: The unique transaction number assigned to the receipt.
• Receipt Description: A description detailing the payment received.

This additional information provides a complete view of each receipt transaction.

The staff member's total contribution to the payment received value. 

A Staff member's Contribution = Staff % * Fee Receipted. See further notes belowon how this calculation amount is calculated. 

NOTE: 

• When assessing staff 'Contribution', the report does not consider invoice adjustments and fee reallocations occurring outside the specified date range.
• When calculating 'Contribution', it uses Staff % rounded to 6 decimal points to ensure maximum accuracy
• The amount is displayed as either inclusive or exclusive of tax, based on your ‘Inc Tax’ settings.