The Bill Amounts window

Last modified 08:04, 24 Apr 2017

Overview

The Bill Amounts window is where you decide the amount to bill the client. On this window you can view and allocate the client's WIP. You can view the amount of WIP held against specific assignments, employees, code (tasks), or code type. Grouping and filtering features allow you to display the WIP in the most efficient format to make your billing decisions. This could be at the assignment, client or code type level. You can also drill down into a group, such as an employee or assignment, to the individual transaction level.

WIP Adjustments

In the Billing Main window, click Bill Amounts   to open the Bill Amounts window. This window also comprises the second step in the Billing Wizard.

For example, you can:

  • bill the client for all time and expenses or only those entries associated with a particular assignment.
  • charge a client for the work done by a particular employee
  • bill for certain activities or tasks that have been carried out

The level at which outstanding WIP amounts are allocated to the invoice is entirely flexible.

If you do not want to bill the client the exact value of WIP entered against them in the system, there are four types of WIP adjustments you can make from within the Bill Amounts window:

There are a number of fields and buttons in the Bill Amounts window:

 

Button or Field

What it does....

Navigate Up

Click to drill back up through the WIP display levels after you have drilled down through the WIP items. The drill up and down path is determined by the order of the grouping as you have set it. You can also drill up and down by selecting the option from the right–click menu.

Create Estimate

Opens the Create new estimate to complete window from where you can add a new estimate to the bill.

Create Miscellaneous Charge

Opens the Create new billing charge window from where you can add a new miscellaneous charge or credit note to the bill.

Add Assignment

Click to open the Find Assignment window where you can select another assignment to add to the current bill. The outstanding WIP for the new assignment will be added to the current client's WIP total.

Add Assignment for Client

Click to open the Find Client window where you can select another client to add to the current bill. The outstanding WIP for all the new client's assignments will be added to the current client's WIP total.

If you want to display WIP items up to a certain date, select this check box and use the drop-down calendar to select the required date. All WIP items entered after the selected date will be removed from the list.

Right–click menu options (some of which are also available in the Task Bar) provide you with the following options:

  • WIP Inspector – displays the WIP Inspector window where you can view more details and a graph of the WIP history for the selected item. Click the More button to display or remove the graphical area.

  • Billing Explanation – opens the Billing Explanation window where you can enter internal notes for the bill. These notes can be displayed on practice billing reports.

  • Navigate Up – same as the toolbar button.

  • Drill Down – same as the toolbar button.

  • Open Timesheets – opens the employee's timesheet in which the selected item was entered.

  • Billing History – at the client level this displays all bills posted for that client. At assignment level it displays posted bills related to the assignment.

  • Show Field Chooser – opens the Field Chooser window where you can drag and drop fields on to the page. This allows you to customise the information on display for the WIP items.

  • Post WIP – allows you to Post Unposted time displayed in the Billing Wizard. You must have Post WIP Responsibility and be a member of a Client/Assignment team to do this.

     
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