Until now, we have been pulling a simple report which shows the total fees billed or collected for a given period, sorted by originating attorney and those fees subtotaled by timekeeper. However, we now have split origination situations wherein there is more than one attorney originating a matter. So I have had to keep track and do the calculations manually to split the originations between the multiple attorneys.
Is there another report or method for which we can prepare a report that splits the originations between the multiple attorneys? And still displays the fee breakdown by timekeeper. So, if John and Bob want to split the originations on a matter and $20,000 is billed in January, I want my originations report to show $10,000 added into John's total originations and $10,000 added into Bob's originations. And still show the details of that total broken down by timekeeper which also is split 50/50.
Is that possible?