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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.
To relieve nonbillable time and expense transactions, follow these steps.
  1. Select
    Actions
    , then select
    Billing
    .
  2. Select the clients you want to bill.
  3. Select
    Detail Bill Schedule
    .
  4. Enter the billing information.
  5. Go to the
    Nonbillable
     tab to summarize the list by any items in the list. To do so, mark the proper
    Summarize By
     checkboxes.
    You can summarize the list by Client, Engagement, Project, Staff, Activity, Type, and Date.
  6. Go to the
    Relieved
     column and mark the checkbox for each item you want to relieve.
  7. Select
    Save
     or
    Save and Print
     to relieve the WIP. The nonbillable transactions you selected on the
    Nonbillable
     tab will no longer appear on the Billing Worksheet report.
    You can set up your firm to automatically relieve nonbillable time:
    1. Select
      Setup
       then
      Firm
      .
    2. Go to the
      Billing and A/R
       tab.
    3. In the Billing Options section, mark the
      Automatically Relieve Nonbillable WIP
       checkbox.

This article applies to:

  • Product: Practice CS
  • Subject: Billing