View Un-billed Invoices By Matter or By Client
You can view all of your un-billed charges that do not belong to an invoice from the Un-billed list page which is available from the left sidebar navigation. Click on the "Un-billed" or the hourglass icon link.
Once on the Un-billed list page, you can perform various actions:
View Organization, Division, or Originator Un-billed and Pre-Billed Overview
View Un-billed Charges by Matter For Matter Based Billing
View Un-billed Charges By Client for Client Based Billing
Search or filter by:
Client
Client Originator (for client based billing)
Client Manager (for client based billing)
Matter
Matter Originator
Matter Manager
Division
Include All Un-billed Expenses
Charge Type (Time Entry, Fixed Fee, Expense)
Matter Type
Billing Type
Date Range
View Un-billed Charges By Matter
On the Un-billed list page, you can view all un-billed charges by matter in order to generate pre-bills for those matters.
On the Un-billed list page, click on the "By Matter" tab
Apply any filters to narrow down your table results
Click on "Settings" in the top right of the table to turn on/off columns to display
You will now see un-billed charges with:
Client
Matter
Matter Originator
Matter Type
Billing Type
Client Billing Note
Matter Billing Note
Total Actual Hours for Matter
Total Adjusted Hours for Matter
Total Discount Hours for Matter
Total Fees Amount for Matter
Total Expenses Amount for Matter
Total Bill Amount for Matter
When you're ready to generate pre-bills for a matter, select the checkbox to the left of each row and click "Generate Pre-Bills". Those pre-bills will be moved to the "Pre-Billed" tab.
View Un-billed Charges By Client
On the Un-billed list page, you can view all un-billed charges by client in order to generate pre-bills for those clients.
On the Un-billed list page, click on the "By Client" tab
Apply any filters to narrow down your table results
Click on "Settings" in the top right of the table to turn on/off columns to display
You will now see un-billed charges with:
Client
Client Originator
Client Billing Note
Total Actual Hours for Client
Total Adjusted Hours for Client
Total Discount Hours for Client
Total Fees Amount for Client
Total Expenses Amount for Client
Total Bill Amount for Client
When you're ready to generate pre-bills for a client, select the checkbox to the left of each row and click "Generate Pre-Bills". Those pre-bills will be moved to the "Pre-Billed" tab.
Save Custom Filters on Un-billed List Page
When you filter un-billed charges, you have the ability to "save" the filter options you currently have applied to the un-billed list. This is a very powerful feature to help you organize and quickly access the specific un-billed charges you need.
How To Save A Custom Filter:
On the Un-billed list page, select a filter dropdown on the page, such as Client, Matter, or Matter Originator. You can also select the "All filters" button for more filtering options.
After you have applied the filters you need, click "Save Filters"
Enter your custom filter name in the pop up panel
Click "Save Filters"
You will now see a new oval, pill shaped button underneath the filters
Click "Clear Filters" to clear all filter options
Click your new custom filter name button and you will see all the filters re-applied automatically!
By applying filters and saving custom filters, you can categorize and organize the specific information you are looking for and it's as simple as a click of a button to view your filtered list.
If you have any questions, please let us know!