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Time and Expense

Sort and reorder time and expense entries in detail billing

If you want to change the order of the time and expense entries on a particular invoice, you can use the
Compose
 tab in
Detail Billing
.
The order of entries on the
Time and Expense
 tab of
Detail Billing
 won’t affect the order of entries on the
Compose
 tab. By default, the entries in the
Time and Expense
 tab sort in the order of entering them into Practice CS. Select the title of the column if you want to sort that column.
To change the order of entries using the
Compose
 tab:
  1. Select
    Actions
     then
    Billing
    .
  2. Open the invoice in
    Detail Billing
    .
    • If you've already saved the invoice, go to the
      Review
       tab. Select the invoice you want to edit. Right-click the invoice and select
      Open Selected
      .
    • If the invoice hasn't yet been created, go to the
      Bill
       tab. Select the client/engagement/project you want to bill and then select
      Detail Bill Selected
      .
  3. Select the
    Compose
     tab. Reorder the time and/or expense entries by selecting each one and dragging it manually to the position you want.
  4. Select
    Save
    .

This article applies to:

  • Product: Practice CS