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Unbilled amounts

View Posted Unbilled Amounts

The topics below describe how to find and view the unbilled amounts that your firm has posted to a matter.

During the Period for Posting

During the period when your firm is required to post unbilled amounts, users with billing rights or with access to the specific matter can view the unbilled amounts under
Accruals
 on the Billing menu page. To view unbilled amounts during the period for posting:
  1. Click
    Billing
     in the left navigation.
  2. Under
    Accruals
    , change the view selector to
    Completed & Incomplete Unbilled Amounts
     then click
    Change View
    .
  3. For the applicable matter, click any of the
    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.

After Period for Posting

The
Unbilled Amounts Report
 enables you to view all prior unbilled amounts across all matters to which you have access to financial data.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm