The heading on the left side 'Professional Services Recorded (Date) to (Date)' is simply a heading and doesn't necessarily mean that there are any WIP transactions waiting to be billed. When you choose a date range, prior to printing the report, those dates are what print in the heading.

If any WIP transactions (time or disbursements) were posted in the specified date range, then they will appear underneath that heading with the date, description, and source or disbursement code. In this case will these amounts be included in the Unbilled Total to the right.

If any WIP transactions were posted prior to the date range specified, they will all be lumped together in a single line 'Balance Forward:'. These amounts are not included in the Unbilled Total to the right, by design.

TBR will print a page for each Client/Docket, even if there are no WIP transactions to bill, if you choose all the default settings for the report. If you want to prevent these Dockets from printing, then you have to enter 0.01 for the last field 'Files with unbilled amounts over'. This really should be labeled 'Files with unbilled amounts equal to or over'.

You posted earlier that amounts were appearing in the Current column of the WIP report. If this was for the AR row (rather than WIP), then this will not affect the Billing Memo report. Does the Time & Disb Ledger show any transactions that are not Final Billed for that Client/Docket? This would help determine whether transactions exist that should be printing on the Billing Memo.

I'm wondering if you've got a few Dockets with no transactions, and the Billing Memo report is simply printing a 'blank' page for them. These are spread amongst the other Dockets that do have billable amounts.

Regards,
Softrak Support