Billing

Adding an adjustment entry

Use the
Adjustment Entries
 dialog to create an entry in Detail Billing without going through Time & Expense Entry.
To make an adjustment entry during Detail Billing, follow these steps.
  1. In the Detail Billing screen, right-click and choose
    Add Adjustment Entry
     from the context menu.
    note
    This menu command is available in the Summary and Time & Expense tabs of the
    Detail Billing
     screen.
  2. In the
    Adjustment Entries
     dialog, enter information in the
    Engagement, Activity, Staff,
     and
    Amount
     fields. By default, the
    Client
     field contains the ID of the client you are currently billing.
  3. Select
    OK
    .
note
This entry would be considered a write-up.

This article applies to:

  • Product: DT Practice