Viewing bills

Bill details can be viewed from the Bills tab of the Accounts Ledger or the Outstanding tab of the Billing screen. The Bills tab displays details of all the bills that have been raised against a matter and the Oustanding tab displays all outstanding bills for the fee earner attached to the currently logged in user.

Double-clicking a bill or highlighting one and clicking View in either of these locations displays posting information such as, a breakdown of the bill, i.e. what proportion is costs, VAT, disbursements or Not Yet Paids (i.e. memo disbursements which have been billed). You can also see the profit split divided between fee earners, allowing you to accurately see the costs due to fee earners who are working on the same matters.

To view a bill:

1. Under Client in the navigation pane, click Accounts Ledger. The workspace displays the Accounts Ledger.

2. Select the Bill tab.

3. Double-click the desired bill. The Bill Viewer opens displaying the details of the selected bill.

4. Click OK to close the viewer.

To view an outstanding bill:

1. Under My Work in the navigation pane, click Billing. The workspace displays the Billing screen.

2. Select the Outstanding tab. All the outstanding bills for the currently logged in users' fee earner are displayed.

3. Double-click the desired bill. The Bill Viewer opens displaying the details of the selected bill.

4. Click OK to close the viewer.