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Billing

Practice CS: Delete the Cost Field from the Billing Worksheet

The Practice CS Billing Worksheet is a standard report that provides a detail list, by client, of time and expenses that are available to bill. It is most often used by senior members of the firm for making billing decisions and passing them on to a staff member who will enter the billing decisions and produce invoices.
Oftentimes, the report is printed by a staff member that should not be privy to confidential information. One such item of information is the staff cost rate as it is frequently a function of a staff member's pay and so other staff should not be able to see it.
The standard version of the Billing Worksheet includes the staff cost for each transaction, which, when divided by the hours reveals the staff cost rate. Some firms don’t want this information to be seen by other staff members and would like it deleted from the report.
There are 2 methods for obtaining a version of the Billing Worksheet that doesn’t include the cost field.
  1. Import the customized version of the Billing Worksheet from the Practice CS Library. The Practice CS Library includes several custom versions of the Billing Worksheet, one of which is the Billing Worksheet (No Cost). This is the standard Billing Worksheet with the cost field removed. If you don’t know how to import a custom report from the Practice CS Library, refer to Importing a custom format from the Practice CS library.
  2. Modify the version of the Billing Worksheet you are using to remove the cost field using the Custom Formatter. You should use this method if you are using a version of the Billing Worksheet other than the standard version. If you are unfamiliar with the Custom Formatter in Practice CS, you can review the Practice CS Custom Formatting Walkthrough for instruction on how to customize a report.

This article applies to:

  • Product: Practice CS
  • Subject: Billing