Settings
Reports
How financial reports allocate partial payments across invoice line items, and how the Utilization Report counts available working time.
You'll find this page in Settings under Financial.
The Reports page doesn’t change what you bill or collect; it changes how reports interpret those numbers.
Payment Allocation
When a client makes a partial payment on an invoice, reports need a rule for which line items that money “belongs” to. The rule you pick affects attorney collection reports and revenue attribution:
- Proportional (recommended): the payment is spread across all line items in proportion to their share of the invoice total.
- Chronological (FIFO): the payment covers the oldest line items first, in the order the work was performed.
- Expenses First, Then Proportional: expenses are paid in full first (so your hard costs are recovered), then the remainder spreads proportionally across time entries.
- Expenses First, Then Chronological: expenses first, then the remainder applies to time entries oldest-first.
Utilization Report
The Utilization Rate Report compares each person’s actual billable hours against their target (set on the Users page). These two settings keep that comparison honest by reducing the available working time it expects:
- Holidays per year: firm-wide holidays (default 11).
- Vacation days per year: average vacation or PTO days per person (default 15).