Viewing split bills

Split bills are visible in a number of different places. Primarily, they appear in the Accounts Ledger – the master bill is shown for the full amount of the bill and the associated sub-bills can be seen by opening the master in the Bill Viewer. The Credit Control Viewer also displays the details of sub-bills, as does the Statements screen.

To view split bills (Accounts Ledger):

1. In the Accounts Ledger, click the Bill tab. Master bills appear for the full bill amount and have an "S" appended to their bill number to indicate that it is a split bill, e.g. 601105(S).

2. Double-click the desired split bill to see the details of the associated sub-bills. The Bill Viewer opens. The Summary, Profit Split and Authorisation tabs relate to the master bill and a Split Bills tab relates to the sub-bills.

3. Click the Split Bills tab. This tab shows a summary of each associated sub-bill (Summary tab). It also shows:

• The invoicee address and bill ownerships details of the selected sub-bill (Billing tab).

• The credit control chart attached to the selected sub-bill (Credit Control tab).

• The document history of the selected sub-bill (History tab).

• The workflow attached to the selected sub-bill (Workflow tab).

4. (Optional) On the Summary tab, edit the Bill text to amend the comments.

5. (Optional) On the Billing tab, lookup a different Invoicee.

To view split bills (Credit Control Viewer):

1. In the Credit Control Viewer, on the Filters tab, apply the desired filters.

2. On the Results tab, the matching bills are displayed. Split bills are shown as single entries for each invoicee. For example, a bill split between two invoicees will show as two credit control entries, totalling the value of the master bill. Their bill numbers have a "S" appended to them to indicate that they are sub-bills, e.g. 601105(S).

3. (Optional) You can view the details of the master bill if you wish. Select the desired sub-bill and click Full Bill. You can also double-click a sub-bill as well. This opens the Bill Viewer.

• The Full Bill button is only available when a sub-bill is selected.

To view split bills (Statements):

1. In the Statements Viewer, on the Filters tab, apply the desired filters.

• If you consolidate by invoicee (individual, selection or all) and consolidate matters, a single invoicee statement is produced for all outstanding bills. If you do not consolidate matters, a statement for each matter is produced.

2. On the Results tab, the matching bills are displayed. Split bills are shown as single entries for each invoicee. For example, a bill split between two invoicees will show as two credit control entries, totalling the value of the master bill. Their bill numbers have a "S" appended to them to indicate that they are sub-bills, e.g. 601105(S).

Note

• For split bills that include NYPs the Bill Viewer and the new report show the potential value of payable NYPs in the Payable column for each split, which will be less than or equal to the overall NYP payable amount. This is because when a NYP is paid out, that NYP could be payable against each of the invoicees who have an allocated or bill NYP value equal or more than the paid value.