Percentage Recovery
Updated Feb 25th, 2021
Who is this guide for?
Accounts Users and Accounts Supervisors
This report shows the difference between billed costs and the amount of time ticked against the bill.
Filter options
Fee Earner – Tick this box if you want to show only one or a selection of fee earners. Once the box is ticked all fee earners marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all fee earners, do not tick the fee earner box and it will produce all fee earners.
Work Type – Tick this box if you want to show only one or a selection of work types. Once the box is ticked all work types marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all work types, do not tick the work types box and it will produce all work types.
Remuneration – Tick this box if you want to show only one or a selection of remuneration types. Once the box is ticked all remuneration types marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all remuneration types, do not tick the remuneration types box and it will produce all remuneration types.
Private or LA – If left on All, this will show both Private and Legal Aid clients matters. You can choose to show only Private or Legal Aid clients by selecting the appropriate option.
Show Matter Fee Earner – tick this box if you want to see the Matter Fee Earner (the fee earner specified in the matter details) or clear it if you want to see the Time Ledger fee earner (the fee earner who posted the time).
Date Filters – Enter the date range you want to report on here.
Grouping options
No Grouping – This will produce the report in client number order
Fee earner – This will produce the report in client number order, grouped into matter or time ledger fee earner, depending on your choice.
Work Type – This will produce the report in client number order, grouped by work type
Remuneration Type – This will produce the report in client number order, grouped by Remuneration type
Private or Legal Aid – This will produce the report in client number order, grouped by whether the matter is private or legal aid.
List of columns produced
Client No/Matter No
Client Name
Matter Description
Bill Number
Private or Legal Aid
Matter Fee Earner/Time Ledger fee earner (depending on your choice)
Work Type
Time Billed Minutes
Time Billed Value
Fees from bill
Under/Over figure
Percentage Recovery