Time and bills

Open Time & bills and check Current matter. Everyone assigned to the matter can record work; the principal or a lawyer prepares, approves and exports bills.

Record work

1. Under Record work, choose Time or Disbursement in Entry type.
2. Enter the Date and Description.
3. For time, enter whole Minutes and Hourly rate (USD cents). For a disbursement, enter Amount (USD cents).
4. Choose Record entry and check Unbilled work.

Amounts and rates use whole USD cents: a $250 hourly rate is 25000; a $42.50 disbursement is 4250. A 90-minute entry at 25000 produces $375.00. Time charges round to the nearest cent, with half cents rounded up.

Review and export a bill

1. Check every entry in Unbilled work. Enter Bill title and Bill date.
2. Choose Prepare bill from all unbilled work. This includes all entries currently shown as unbilled and reserves them for that bill.
3. Under Reviewed bill packages, inspect the draft's exact lines, date and total.
4. Enter a Review note, then choose Approve exact bill.
5. Choose Download reviewed CSV. Keep the file with your accounting records.

Preparing a bill accepts between 1 and 100 source entries. A source entry belongs to only one live original bill. To discard a draft, expand Discard draft, give a Reason, and choose Void draft; its sources return to unbilled work.

The downloaded CSV preserves the approved package. Downloading it again retains the same reviewed contents. If another person changes a bill while you review it, reload and review the current revision before deciding.

Correct an exported amount

1. On the exported package, expand Prepare a correction.
2. Choose Source line. Enter Correct total for this source (USD cents), a Reason and Date.
3. Choose Prepare correction for review.
4. Inspect the correction package, enter its Review note, choose Approve exact bill, then Download reviewed CSV.

Enter the desired total for the source, not the adjustment. Changing a $375.00 source to $350.00 means entering 35000; the correction is −$25.00. The original export stays unchanged. For another correction, use the latest reviewed correction after exporting it.