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Unbilled amounts

Edit and Correct Unbilled Amounts

The topics below describe who can edit unbilled amounts that were already posted, when unbilled amounts can be edited, and how to edit the unbilled amounts.

Who Can Edit Unbilled Amounts?

The following law firm users can edit unbilled amounts entered by your firm:
  • Any law firm user that has access to the matter in which the unbilled amounts were entered.
  • Any law firm user that has a system role of Firm Administrator, Firm Office Administrator or Firm User + Billing.
Company Users
Company users can edit unbilled amounts posted by your firm. Company users are strongly encouraged to consult with the firm before making any adjustments to unbilled amounts.
If a company user edits any unbilled amounts provided by your firm, the system automatically sends an email notification to the Lead Outside Counsel and the firm's Primary Billing Contacts.

When Can Unbilled Amounts be Edited?

There is a limited period during which you can edit unbilled amounts. The start date of this period is the Law Firm Input Start Date and the last date for editing is the Law Firm Input Due Date. Law firm users cannot edit unbilled amounts after the Law Firm Input Due Date. To view when unbilled amounts are due and can be edited, view your client's Accrual Calendar of Events by doing the following:
  1. Click
    Home > Accruals schedule
     in the left navigation.
  2. Notice the months in which unbilled amounts are due as well as the date range for inputting unbilled amounts.
note
You cannot post or edit unbilled amounts after the end of the input period. The input period for unbilled amounts is from the Law Firm Input Start Date to the Law Firm Input Due Date. The general rule is that firms cannot post or edit unbilled amounts after the Law Firm Input Due Date. If you fail to timely post unbilled amounts, the unbilled amounts will be recorded as $0 and any invoices you submit may be rejected or reduced.

Edit Unbilled Amounts

Users with billing rights or with access to the specific matter can view the unbilled amounts on the unbilled posting page. To edit unbilled amounts:
  1. Click
    Billing
     in the left navigation.
  2. Under
    Accruals
    , select
    Completed & Incomplete Unbilled Time
     from the view selector then click
    Change View
    .
  3. For the applicable matter, click any
    Edit
     links to view and/or edit the details of any unbilled time entry. All
    Edit
     links open the same dialog window.
  4. Make any necessary changes.
  5. Click
    Save
     in the toolbar.

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Firm