Time & Billing Advanced Search Overview

The Advanced Search menu within Litify's Time & Billing application allows you to customize your searches to ensure that you find the exact record(s) you’re looking for. This feature is available for querying time entries, costs, and bills. 

Where do I find and how do I use Advanced Search?

The Advanced Search menu can be launched from anywhere that you see the filter/funnel icon. (In other sections of the Litify platform this feature is accessed via the lightning magnifying glass icon.) 

There are three places where this icon is available for you to click:

  • Time Tracking Admin view
    • Here the Advanced Search menu is open by default.
  • Time Tracking application
  • Billing application
  • On a matter
    • From here you can use the Advanced Search function to filter Time or Cost entries. 

Some things to keep in mind while using Advanced Search:

  • You must click Go to perform the search. 
    • You cannot click the Enter key on the keyboard to start a search. 
  • Each field is processed as an AND statement. Each selection within a field is treated as an OR statement.  

Using Advanced Search for Time Entries

There are several fields within the Time Entry Advanced Search menu that you can use to narrow down your searches. To use this functionality, do the following:

  1. Launching the Advanced Search menu by clicking the filter icon
  2. Fill in the fields you wish to use.
  3. Click Go

Each of the fields in the Advanced Search menu has a different function. The images below show an example of what the Advanced Search menu looks like. Below the image is a table that lists the name of each field and what it does.

Available Search Filters  

  • Primary Related Record

    • Returns time entries according to their primary relationship. In most cases this will be the Matter they are related to. 
  • Timekeeper

    • Returns time entries according to their timekeeper, or owner. 
  • Description Includes

    • Permits searching for an exact match in the time entries description field. 
  • Category 

    • Returns time entries according to their category value.
  • Rates 

    • Returns time entries with the corresponding Rate lookup.
    • Multiple selections are possible.
  • Task Code 

    • Returns time entries with the corresponding Task Codes lookup. 
  • Activity Code 

    • Returns time entries with the corresponding Activity Codes lookup. 
  • Date 

    • Returns time entries according to their work Date 
  • Duration 

    • Allows searching for time entries according to their total duration, or how many hours the time entry is logged as. 
  • Disposition

    • Returns time entries according to their disposition status. 
  • Billable 

    • Returns time entries according to whether they are marked as billable or non-billable. 
  • Bill Display 

    • Returns time entries according to whether they are marked as eligible to show on a bill or not. 
  • Billed Amount 

    • Returns time entries according to their total billed amount. 
  • Writedown Amount 

    • Returns time entries according to their writedown amount, if any is present. 
  • Markdown Amount

    • Returns time entries according to their markdown amount, if any is present. 
  • Write Off Amount 

    • Returns time entries according to their write off amount, if any is present. 

Using Advanced Search for Cost

Similar to the Time entry advanced search, this feature is accessible by clicking on the Time & Billing tab within a matter, and then clicking Cost. It should be noted that this feature is available under the All, WIP, and Billed tabs. 

Available Search Filters 

  • Primary Related Record

    • Returns costs according to their primary relationship. In most cases this will be the Matter they are related to. 
  • User 
    • Returns costs according to the user that they are logged by or against. 
  • Type of Cost 
    • Returns costs according to their type, and whether they are marked as Hard Costs or Soft Costs. 
  • Cost Code
    • Returns costs according to their expense code. 
  • Date 
    • Returns costs according to their logged Date. 
  • Quantity 
    • Returns costs according to their logged quantity amount. 
  • Disposition

    • Returns costs according to their disposition status. 
  • Billable 

    • Returns costs according to whether they are marked as billable or non-billable. 
  • Bill Display 

    • Returns costs according to whether they are marked as eligible to show on a bill or not. 
  • Billed Amount 

    • Returns costs according to their total billed amount. 
  • Writedown Amount 

    • Returns costs according to their writedown amount, if any is present. 
  • Markdown Amount

    • Returns costs according to their markdown amount, if any is present. 
  • Write Off Amount 

    • Returns costs according to their write off amount, if any is present. 

Using Advanced Search for Bills

In order to make searching for Pre-Bills and Bills easier, an advanced search tool has been added to the Billing app, as well as in the matter billing view. Click the funnel icon at the top right of the Pre-Bill or Bill lists to open the search panel. 

  1. Launch the Advanced Search menu by clicking the filter icon on the left side of the page.
  2. Fill in desired fields. 
  3. Click Go

Available Search Filters 

  • Matter 
    • Returns pre-bills and bills according to their relationship to a matter. 
    • Not available on search interfaces where matter is already defined. 
  • Client 
    • Returns pre-bills and bills according to their relationship to a client. 
    • Not available on search interfaces where matter & client is already defined. 
  • Vendor for Hard Costs 
    • Returns pre-bills and bills which have hard costs on them with a specific vendor. 
  • Timekeeper 
    • Returns pre-bills and bills which have time entries owned by a specific timekeeper. 
  • Invoice Number 
    • Search for bills according to their invoice number.
  • Billing Period Date Range 
    • Returns pre-bills and bills according to their defined billing period date range. 
  • Bill Total
    • Returns pre-bills and bills according to their summed Bill Total 
  • Amount Due 
    • Returns pre-bills and bills according to their overall Amount Due 
  • Amount Paid 
    • Returns pre-bills and bills according to their overall Amount Paid 
  • Total Billed Hours 
    • Returns pre-bills and bills according to their overall Billed Hours 
  • Total Fees 
    • Returns pre-bills and bills according to their summed total time entry billed amount value. 
  • Total Hard Costs 
    • Returns pre-bills and bills according to their summed hard cost value. 
  • Total Soft Costs 
    • Returns pre-bills and bills according to their summed soft cost value. 

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