Anticipated Bill

Field

Description

Reference:

If you opened the posting screen via Accounts Enquiry with a matter displayed, Ref: is pre-populated. If not, click to use client or matter searches. The matter Desc and Client are displayed.

Posting Template:

To create a posting based on a template, select the template.  See Using templates for postings.

Date:

Defaults to today. You can change this if the posting needs another date.

Posting Period:

 Displays the posting period to which the date shown in Date belongs.  

Type (B/C):

Defaults to Bill. Enter a C if a credit note is required.

Description:

Enter as required.

Bill (Credit note) Number:

Enter as required. If you are using automatic bill numbering the next available bill number is entered for you.

Non VAT Disbs:

Enter the value of Non VATable Disbursements to be included.

VAT Disbs:

Enter the net value of VATable disbursements to be included.

Profit Costs:

Enter as applicable. Rate: This defaults to Standard Rate 1. You can change this if required by selecting from the drop down list.

VAT Amount:

This is automatically calculated from the profit costs figure and VATable disbursements. You can change this amount if necessary.

Total Bill:

This is calculated automatically and cannot be changed other than by changing one of the other fields.