When using the Fee Console and starting a new fee, you may find a situation where no WIP or only some of the WIP is appearing in the Fee. At the time the previous fee was cleared, not all of the timesheet entries associated with the matters were unlocked.
Our development team is aware of this issue and is investigating a fix for a future release.
Resolution
To correct the issue, please ensure that all fees for the matters in question have been completed and cleared.
To do this, check the Matter console and review the Feelock column. You should find (0) in this column if all fees have been cleared. Otherwise, it will show the Fee Lock ID in brackets.
If you locate an ID in the Feelock column, launch Extract Log Maintenance by selecting Action, Extract Log Maintenance...When the Advance Extract Log Maintenance window opens, you may need to expand it to show more details.
Expand the first column, Log ID, so that all the figures are displayed.
Locate the ID in Advance Extract Log Maintenance screen, and right-click on the selected ID and choose the option Drill Down Details.
The Drill Down Detail for log ID XXX screen will display all the Debtor matters locked by the selected Fee lock.
You should NOT remove the Fee lock if multiple Debtor matters are attached to the selected Log ID, as this will delete all the active Fees attached to the Log ID. However, you can remove the log if only one debtor matter is attached to the selected Fee lock.
To clear the Fee log, close the Drill Down Detail for log ID XXX screen and right-click on the log ID in Advance Extract Log Maintenance and select Remove Log.
If the fee doesn't appear in the list, select Active Fee Log Check from the Edit menu in Extract Log Maintenance.
Note down the numbers of any active logs discovered. These locks will now be in the main list. Right-click and Remove Log to clear the locks.
Sometimes a fee lock will become inactive. To check for these, select Inactive Fee Lock Check from the Edit menu in Extract Log Maintenance. Enter a date range from the year 1880, the earliest year the database can handle, to the end of the current month, then press OK.
Note down the numbers of any inactive logs discovered. These locks will now be on the main list.
If the locks are relevant to the client fee/matter that you're trying to clear, right-click on the entry and Remove Log.
If, however, you do not locate the ID, then check the Fee console on both the top and bottom areas in the Worklist screen.
You may need to select View and View all Batches to display all current batches for the practice.
If you have checked these areas and there are no fees to be cleared or the Fee log is attached to multiple debtor matters, please raise a new case online and reference the title of this article.