Earned Fees Report

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  • 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.”

The Earned Fees Report provides up-to-the-minute, synchronized data by All Divisions and Client or by individual Division or Client in Full or Summary report form. The Full report shows the earned fees to transfer from the Trust Account to the Operations Account for each client by Division with DIV totals and a Grand Total at the end. The Summary report shows Division totals only with a Grand Total at the end. Information for the following fields is contained in the Full report:

  • Division
  • Client
  • Case Number
  • Billed Amount
  • Paid Amount
  • Total Earned Amount
  • Needed Trust Balance Amount (to begin work on the case)
  • Actual Trust Balance Amount
  • Payable to Trust Amount
  • Pay Firm Amount
  • Paid More Than Earned Amount

The Earned Fees Report is a comprehensive report detailing the client, case number, how much the client has been billed, how much the client has paid, the total amount of fees the firm has earned, the balance in the trust account, how much will be paid to the firm and how much has been paid but not earned (overpaid).

The Earned Fees Report can be printed anytime. From the main Taskbar, click on Trust then Earned Fees Report or press JUMP KEYS Alt+R,E from anywhere in the Geni Law program.

earned fees report trust

Upon clicking the Earned Fees Report tab, the print overlay screen opens.

earned fees report print overlay

Use these steps to generate the Earned Fees Report:

Division Select Division; default is ALL
Client Code Select Client Code; default is ALL
Include Zero Balance Enter “Y”es to include zero balance; default is “N”o
Active Enter “A” for Active clients or “I” for Inactive clients; default is “B” for Both active and inactive clients
Summary Only Enter “Y”es for summary; default is “N”o for Full Report

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

Enter number of copies.

Press Print for the print results, or press Escape to return to the previous screen.

Due to the wide variety of print selections contained in the Earned Fees Report feature, there is no Search/Sort function for the Earned Fees Report.

Here is a sample of the Earned Fees Report, SUMMARY report:

earned fees summary

Here is a sample of the Earned Fees Report, FULL report:

earned fees full