The graphs will provide an effective representation of the barristers' work and an overview of the details pertaining to matters. Additionally, a list of upcoming bookings will be displayed in this section.
In this article
Overview
Trend
Matters overview
Upcoming Bookings
Barrister filter
1. Overview
Unbilled Work: the total sum of tasks, disbursements, and allowances that have yet to be invoiced as of today.
Total Outstanding: the total amount of unpaid issued invoices (taking into account any write-offs and discounts) as of today.
Clerk Disbursement Owed: the total amount of clerk disbursements that have not been collected yet as of today.
2. Trend
Unbilled Work: the total of tasks, disbursements, and allowances that have yet to be invoiced for the selected period.
Invoiced: the total invoice amounts, both paid and unpaid including tasks, disbursements, and allowances. This total is net of write offs and discounts for the selected period.
Receipt: the total of received payments for the selected period.
A. Filters
- The filter should display ‘This week’ by default, with the graph data reflecting the selected filter.
- Click the filter button to display the list of available filters and select one to apply.
- The graph ought to adjust based on the selected filter.
Note: Filters are based on the financial year, which runs from July 1st of the current financial year to June 30th of the following year.
B. Graph
When you hover over the dot plots on the graph, the exact amount of each data point is displayed in the correct number format, including decimal points.
3. Matters Overview
The customer date filter will show the current financial year, and the default period/view filter will be set to Monthly.
A. Filters
To update the custom date filter, select the calendar icon, input your desired date range, and click Apply. The table will then display data based on the updated date range.
To switch to a different period view, click the dropdown menu and choose an option. The data on the table will update accordingly.
B. Export
To export the data in the Matters overview section, simply click on the Export button. Once you do, an Export modal will appear where you can modify the data according to your preferences. After you are done with the modifications, click on Confirm to generate the export file. A CSV file will then be downloaded to your computer.
C. Customise
In this section, you have the option to customise the columns that are displayed. To do this, simply click on the Customize button. A dropdown list will appear, containing all the available columns on the template. You can select and unselect the items on the list according to your preference. Once you have made your selection, click on the Apply button and the table will be updated to display the chosen columns.
D. Definition of Categories
| Period | Name given accordingly to period filtered. |
| Matters | Number of matters created within given period. |
| Unbilled work (excl. tax) | The sum of tasks, disbursements, and allowances created and unbilled within a period exclusive of tax. |
| Unbilled work (incl. tax) | The sum of tasks, disbursements, and allowances created and unbilled within a period inclusive of tax. |
| Billed work (excl. tax) | The sum of tasks, disbursements, and allowances created and billed within a period exclusive of tax. |
| Billed work (incl. tax) | The sum of tasks, disbursements, and allowances created and billed within a period inclusive of tax. |
| Total work (excl. tax) | Unbilled work (excl. tax) + Billed work (excl. tax) |
| Total work (incl. tax) | Unbilled work (incl. tax) + Billed work (incl. tax) |
| Invoiced (excl. tax) | The sum total of invoices for a set period exclusive of tax. |
| Invoiced (incl. tax) | The sum total of invoices for a set period inclusive of tax. |
| Receipt (excl. tax) | The total amounts of income received for a set period exclusive of tax. |
| Receipt (incl. tax) | The total amounts of income received for a set period inclusive of tax. |
| Write off (excl. tax) | The total amounts of invoice written off during a set period exclusive of tax. |
| Write off (incl. tax) | The total amounts of invoice written off during a set period inclusive of tax. |
| Unbilled work (Units) | The sum of full units (days) tasks created and unbilled within a period. |
| Billed work (Units) | The sum of full units (days) tasks created and billed within a period. |
| Total work (Units) | Unbilled Tasks (Units) + Billed Tasks (Units) |
| Unbilled work (Hours) | The sum of individual hours worked and unbilled within a period. |
| Billed work (Hours) | The sum of individual hours worked and billed within a period. |
| Total work (Hours) | Unbilled Tasks (Hours) + Billed Tasks (Hours) |
4. Upcoming Bookings
This section will only display bookings for Accepted Matters and Events and show the list of the next 5 upcoming bookings. To view the details, simply click on the booking title.
5. Barrister filter
The Barrister filter, exclusive to clerks, allows them to access the dashboard of a specific barrister. To use this filter, simply click on the Barrister button, and a dropdown menu will appear. From there, you can search for the barrister's name in the list or type it directly into the search field. This filter provides a convenient way to view the relevant information for a particular barrister.