fee reports

[admirablebobaal]

When I try to generate a report I get this message, "You do not have access to reports."

I have gone into the A1 Law system and looked at the different settings, but I cannot get access.

How can I generate awards, costs, and fee reports?

[Admin1]

Try clicknig Tools, System, Configure Group Defaults, double click the group you are in, Security, Access To Reports.

Mike

[admirablebobaal]

Mike, I tried allowing access to reports in security, but now I get the message "no reports found".

What do I need to do?

Thank you.

[Admin1]

Hello - first please make sure you have the latest updates. Second, where are you entering the fees that you want a report for?

Mike

[admirablebobaal]

I did an update.
We have Attorney Fee Activity as one of the Activities, the twelveth Activity in the drop down menu of Activities.
Thank you.

[Admin1]

Where are you entering your fees when you add a case actvity? What tab are you clicking on?

Mike

[admirablebobaal]

Mike:

From the main client card, I go into Activities, and then Activity twelve, Attorney Fee Activity.

Thank you.

Bob Owens

[Admin1]

But when you click the ADD button to add any activity, what tab are you clicking to enter your fees?

Mike

[admirablebobaal]

The case managers probably use the mouse and click on the add button. Usually, I do an alt A, but I don't usually add to fee activities. Do you need me to ask the case managers how they usually add to fee activities?

[Admin1]

I'm trying to figure out what tab the use for tracking their fees - the first tab or the second fee/costs tab or the last tab (billing) etc.

Thanks,
Mike