Billing Report

Ways to get help while you work:

  • Handy Tool Tips
    for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
  • Quick-Pick Lists
    are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
  • Help Screens
    are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”

Generate this report to show the amount of billing by individual client or all clients. This report can also show billing by Case Type, Division or individual Reps. This report can be printed at any time for any time period.

Click CASEWORK > BILLING REPORT on the main Taskbar from anywhere in the Geni Law program:

billing report

Immediately upon clicking the tab, the print overlay screen opens:

billing report print overlay

Please make the following selections:

Div Code: Enter the Division Code; default is ALL

Case Type: A quick-pick list appears for you to make a selection; default is ALL

Rep: A quick-pick list appears for you to make a selection; default is ALL

Start Date: Enter the desired Start Date; default is the current date

Stop Date: Enter the desired Stop Date; default is the current date

Sort on: Enter “C”lient or “D”ate; default is Client

Active: Enter (A)ctive, (I)nactive or (B)oth; default is Active.

Select print to “S”creen or “P”rinter; default is “P”rinter

Enter the number of desired copies

Press Print for print results or ESC to return to the previous screen