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  • Product: Practice CS

Sort and reorder time and expense entries in detail billing

If you want to change the order of the time and expense entries on a particular invoice, you can use the
Compose
 tab in
Detail Billing
.
note
The default order of the items on the
Compose
 tab depends on the selected invoice format. If you want to change the invoice format, select the
Summary
 tab in
Detail Billing
 and use the
Format
 box to select a new format.
The order of entries on the
Time and Expense
 tab of
Detail Billing
 won’t affect the order of entries on the
Compose
 tab. By default, the entries in the
Time and Expense
 tab sort in the order of entering them into Practice CS. Select the title of the column if you want to sort that column.
To change the order of entries using the
Compose
 tab:
  1. Select
    Actions
     then
    Billing
    .
  2. Open the invoice in
    Detail Billing
    .
    • If you've already saved the invoice, go to the
      Review
       tab. Select the invoice you want to edit. Right-click the invoice and select
      Open Selected
      .
    • If the invoice hasn't yet been created, go to the
      Bill
       tab. Select the client/engagement/project you want to bill and then select
      Detail Bill Selected
      .
  3. Select the
    Compose
     tab. Reorder the time and/or expense entries by selecting each one and dragging it manually to the position you want.
    note
    You'll need to move entries manually on this screen.
  4. Select
    Save
    .

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