Billing Matters Tokens for Reports

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Tokens are variables that may be used in a number of places in Billing Matters and Time Matters. Some work in Reports and others in Bill Layouts. Tokens usable in Power Views are discussed briefly in the Time Matters Help file.

This post lists tokens but does not cover the details of their use.

Billing Matters Tokens

{ADV_AMT}
{ADV_REMAIN}
{BREAK_VALUE}
{AMOUNT}
{ACCOUNT}
{REPL_AMT}
{DESC}

  1. {ADV_AMT} - Used for the Bill In Advance feature to display the amount of the Bill In Advance. This amount comes from the Amount field under the Fee or Expense method on the Arrangement tab of the Billing Preferences.

  2. {ADV_REMAIN} - Used for the Bill In Advance feature to display the amount remaining of the Bill In Advance to include current bill.

  3. {BREAK_VALUE} - Use for Bills that will have Sub headers and Sub totals. The value used here is determined from settings on the Bill Profile:

    • Options tab - Summarize time or expenses, Paragraph time or expenses

    • Itemize Options - Sort by and Show totals on Groups for Time and Expense entries.

  4. {AMOUNT} - Used under the Fee and Expense Label sections and is specific to showing itemized Adjustment amounts with each entry. This is used when Itemized is checked under the Totals & Summaries tab of the Bill Profile.

  5. There are three label tokens used under the Fund Label section of the Bill Profile.

    1. {ACCOUNT} -This field is used to display the Fund Account Name in the AR Items section of the Bill.

    2. {REPL_AMT} - Used when your Billing Preferences ? Funds tab has been setup with a Minimum and
      Preferred Balance amount. The amount displayed on the bill will be the difference between the Preferred Balance and the balance of the Fund. The phrase will only print when the fund balance falls below the Minimum balance.

    3. {DESC} - Can be used for most fund labels, but most commonly used for Fund Withdrawals. Including this token will print the Memo information from the Fund Transaction on the Bill.

Billing Reports Tokens

The Firm variables are entered in Program Level Setup

CLOCK
TODAY
LOGIN
PAGE_NO
FlVal: 1
FlVal: 2
FlVal: 3
FlVal: 4
FlVal: 5
FlVal: 6
Flfld: 1
Flfld: 2
Flfld: 3
Flfld: 4
Flfld: 5
Flfld: 6
Firm Address Block
Firm Name
Firm Street 1
Firm Street 2
Firm City
Firm State
Firm Zip/Postal Code
Firm Country
Firm Phone 1
Firm Phone 2
Firm Fax 1
Firm Fax 2
Firm User Defined 1 (label: Firm Tax ID)
Firm User Defined 2 (label: ?)
Firm User Defined 3 (label: ?)
Firm User Defined 4 (label: User Field 2)
Current
Period 2
Period 3
Period 4
Period 5
Period 6

Time Matters Tokens

{STAFF}
{TODAY}

Power View Tokens

See Time Matters Help documentation.

Please submit your corrections and additions to:
Wells H. Anderson, J.D., CIC
Active Practice LLC
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800.575.0007