Billing

Setting the date of WIP available to bill

During billing, there may be times when you want to bill only work-in-process (WIP) dated through a certain date. For example, on March 10 you want to bill for work dated only through the end of the previous period, February 28. If you entered the invoice date of March 10, DT Practice would present all WIP dated through March 10 and you would need to manually select only the WIP dated on or before February 28.
DT Practice provides an option in the billing user preferences that enables you select the ending date of the WIP that will be presented to bill. In the example above, though your invoice date is March 10, you can choose to have the application present only WIP dated through February 28.
To specify the date through which DT Practice will present the WIP available to bill, follow these steps.
  1. Choose
    Setup
     >
    User Preferences
     >
    Billing
     tab.
  2. Select the drop-down in the
    Default WIP through
     field.
  3. Select the variable that represents the date through which you want DT Practice to present WIP for billing.
    note
    If none of the variables meet your needs, select
    Custom date
     and enter the specific date for the WIP that will be made available for billing.
note
You cannot use this override date to specify a date for WIP that is beyond the current period end date in DT Practice. Additionally, you cannot use this date to specify a date that is beyond the "invoice date," which is specified in the Summary tab of the Detail Billing screen. The Default WIP through date may only be used to filter the billing screen on a prior date.

This article applies to:

  • Product: DT Practice