The Paid Costs report fails to show when a cost was entered in TimeSolv. Accordingly, if the responsible professional changes (which is retroactive in TimeSolv), there is no way to know which professional should be reimbursed when a cost is paid.
We cannot simply correlate matter numbers, amounts, or even descriptions because the same cost may be incurred multiple times for the same matter.
It would be ideal to include a column showing the date that the cost was entered, just like in the All Costs report.
The Paid Costs report has an Invoice Number column, but it is blank. Populating the Invoice Number column would at least allow estimating the cost entered date by looking at the date of the prior invoice, but it would not permit certainty because the only report showing the invoice date is a time report. In other words, the invoice date cannot be determined with certainty if no time was entered on this invoice. Moreover, an invoice range may overlap the date of the change in responsible professional, which eliminates the ability of this method to provide accuracy.
Including a column showing the date the cost was entered is the only accurate approach.
How often would you use this request?