Relieve nonbillable time and expenses
You can use the
Nonbillable
tab of the Detail
screen to:- Track time spent on nonbillable client activities.
- Relieve WIP for nonbillable firm activities such as filing and copying.
note
- You can't relieve transactions entered for an activity with a class of Administrative because you can't select an administrative client in theBilling Selectionscreen.
- 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 inDetail Billing.
To relieve nonbillable time and expense transactions, follow these steps.
- SelectActions, then selectBilling.
- Select the clients you want to bill.
- SelectDetail Bill Schedule.
- Enter the billing information.
- Go to theNonbillabletab to summarize the list by any items in the list. To do so, mark the properSummarize Bycheckboxes.You can summarize the list by Client, Engagement, Project, Staff, Activity, Type, and Date.
- Go to theRelievedcolumn and mark the checkbox for each item you want to relieve.
- SelectSaveorSave and Printto relieve the WIP. The nonbillable transactions you selected on theNonbillabletab will no longer appear on the Billing Worksheet report.You can set up your firm to automatically relieve nonbillable time:
- SelectSetupthenFirm.
- Go to theBilling and A/Rtab.
- In the Billing Options section, mark theAutomatically Relieve Nonbillable WIPcheckbox.
