Open item billing adjustments


Simplified menu - Click Daily Activities, Create Bills, Enter/Modify Bills

Standard menu - Click Billing, Enter Bills

Classic menu - Click Posting, Fee Billing


Open item billing is a method of entering billing adjustments in which you select the individual time and disbursement transactions to include on the bill.  Use this method if you want to bill the client/matter for specific transactions on the file.  When a client/matter is billed, two types of adjustments are made to the file: the work in progress on the file is reduced by the total of the time and disbursement transactions included on the bill, and the accounts receivable balance is increased.  

  1. Ensure the Enter option is selected.

  2. Select the Client/Matter or press F5 to display a list to choose from.

  3. Enter the Date, click image\cal_icon.gif to select the date from the calendar, or press Enter to use the current date.  To use a prior year date enter the date and then enter the prior year adjustments password when prompted.

  4. Enter a Bill number.  If you enter a bill number that has already been used for the client a warning message will display.  If you use automatic bill numbering the bill number will fill in automatically.

  5. Click the Time tab to display the unbilled time entries.  Double-click or press Enter to select an entry or click Select All to select all entries.

  6. Click the Disbursements tab to display the unbilled disbursement entries.  Double-click or press Enter to select an entry or click Select All to select all entries.

  7. Click Ok image\done16x16.gif to return to the Enter/Modify Bills screen.  The total of the selected transactions will display in the Fees Billed and Disbursements Billed fields at the bottom of the screen.  The client/matter accounts receivable will be updated by these amounts.  You can edit these amounts to bill for more or for less than the amount of the selected transactions, but the work in progress on the file will be reduced by the amount of the selected transactions.

  8. Click Save image\save20x20.gif.

  9. Billed fees must be distributed to the correct lawyer.  Type A to distribute the fees to the responsible lawyer, type P to prorate the fees based on the time on the file or type M to allocate the fees manually.

  10. Click Post image\done16x16.gif.




Reversing billing adjustments

Tips for modifying bills