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This article applies to:

  • Product: DT Practice

Relieving nonbillable time and expenses

Use the Nonbillable tab of the
Detail Billing
 screen to track time spent on nonbillable client activities, and to relieve WIP for nonbillable firm activities such as filing and copying.
note
  • You cannot relieve transactions entered for an activity with a class of Administrative, because you cannot select an administrative client in the
    Billing Selection
     screen.
  • If you enter time or expense transactions using activities with a class of Nonbillable, these transactions will continue to appear on your Billing Worksheet report if you elect to include nonbillable transactions. To not show nonbillable transactions related to work you have billed, you can relieve them while creating an invoice in Detail Billing.
To relieve nonbillable time and expense transactions, follow these steps.
  1. Choose
    Actions
     >
    Billing
    .
  2. Select the clients you want to bill.
  3. Select the
    Detail Bill Selected
     button.
  4. Enter the billing information.
  5. Go to the Nonbillable tab. If you wish, you can summarize the list by any items in the list. To do so, mark the appropriate
    Summarize By
     checkbox(es). You can summarize the list by Client, Engagement, Project, Staff, Activity, Type, and Date.
  6. In the Relieved column, mark the checkbox next to each item that you want to relieve.
  7. Select the
    Save
     button or
    Save and Print
     button to relieve the WIP.
    The nonbillable transactions you selected on the Nonbillable tab will no longer appear on the Billing Worksheet report.
note
You can set up your firm to automatically relieve nonbillable time. To do so, choose Setup > Firm > Billing and A/R tab. In the Billing options section, mark the
Automatically Relieve Nonbillable WIP
 checkbox.