Adjusting bills in Create Bills

 

The Adjust Bill option in the Create Bills feature enables you to enter anticipated disbursements and soft costs.  You can also adjust the fee total, the bill total and disbursement totals by disbursement code.  

  1. Create the bill using either the Quickbill tab or the Bill Multiple Clients tab, and move it to the Pre-bills tab.

  2. Select the bill to adjust, and click Adjust Bill.

  3. The Fees total on the bill displays.  If you modify this amount, the Total Bill amount at the bottom of the Adjust Bill screen will adjust to compensate.  

  4. Click Adjust beside Disbursements to modify disbursement totals on the client/matter by disbursement code.  Only disbursements with codes set to Group on Bills are displayed.  Enter the new amount for each disbursement code in the Adjusted Amount column.  You cannot enter or delete disbursements in this screen.  Click Save to return to the Adjust Bill screen.  

  5. Click Adjust beside Anticipated Disbursements to add anticipated disbursements to the bill.  Select the disbursement code, enter the description of the anticipated disbursement, and enter the amount or quantity.  Click Save .  Continue entering anticipated disbursements or click Exit to return to the Adjust Bill screen.  

  6. Click Adjust beside Soft Costs to enter soft costs.  Select the disbursement code, enter the description of the soft cost, and enter the amount or quantity.  Click Save .  Continue entering soft costs, or click Exit to return to the Adjust Bill screen.

  7. The Total Bill amount will display.  If you modify this amount, the Fees total will adjust to compensate.  

  8. Click Exit to return to the Pre-bills tab, or click Reset to undo all adjustments.  

 

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