The 'Retain Non-Billable Totals' toggle will support your firm in improving its reporting related to non-billable records such as time entries and flat fees. This article will go over how to enable this feature and how it works.

Non-billable totals refer to time entries and flat fees for tasks that cannot be directly invoiced to your clients. This encompasses a wide array of activities vital to your legal practice but not directly tied to generating revenue.

PracticePanther supports the option to track the Rate and Total Amount value of your non-billable totals. Although these non-billable time entries and flat fees are not applied on invoices, they will still appear on the grid and count towards totals on the grid.

Tracking non-billable time and fees allows your firm to monitor essential aspects of your practice such as administrative tasks, client consultations, professional development, pro bono work, marketing efforts, and internal meetings.

Tracking non-billable totals enables firms to gain insights into the true costs of operation, assess productivity and efficiency, fulfill ethical obligations, and demonstrate the value provided beyond billable hours. It also aids in making informed decisions regarding pricing strategies, resource allocation, and overall practice management, contributing to the success and sustainability of your legal practice.

To enable tracking of non-billable totals in your Settings Menu, navigate to 'Company Settings' and then under 'Other Settings' enable 'Retain Non Billable Totals?'. Then, click 'Save'.

Non-billable totals will display in your Time Entries or Flat Fees page when the status selected is 'Any' or 'Not Billable'.

Non-billable totals will not display when time entries or flat fees are filtered by 'Billable', 'Billed', or 'Paid'.

You can get a clear side-by-side breakdown of all your billable and non-billable totals by viewing your Time Entries by Status or Flat Fees by Status reports.