AdvologixPM also provides a unique StopLoss billing feature which allows you to review your system for any potential lost billing opportunities and the ability to create billings for those missed items.
The search filter helps you to search and view activities with no contacts, future activities by entering the 'from' and 'to' dates and selecting the checkboxes accordingly. The Contact, Employee and Matter lookup fields also help in quick searching.
Navigate to the Tabs List View
Click the PLUS sign to navigate to the TABS list page
Choose StopLoss
Scroll down the page and find StopLoss alphabetically
Enter a starting Date in the From field
Enter an ending Date in the To field.
Alternatively, filter the results down by:
~ Contact (who may not have been billed)
~ Employee (who may not have entered tall of their boilings)
~ Matter (to see if a specific matter may be missing billings)
Show Activities with No Contact checkbox:
Search for activities entered into the system where NO contact has been listed
Shows all those activities if this checkbox is checked.
Include Future Activities checkbox:
See what future appointments and tasks have been scheduled with no billing records added yet.
Click Search to apply your filter selections
Click Clear to reset and show all default StopLoss Billing items
Expand Sections
1. Closed section
2. Expanded section
Expand each section of different items in the system to view the results, click the name in the first column to open the item and view more detail
'Actions' column
In the Actions column on the far right select Add Billing or Mark Reviewed
If selecting Add Billing a new billing form will open for you to complete for this item.
Add Billing link for Events, Tasks, Issues, Matter on click redirects you to billing edit form where Billing Type, Billing Date, Hours, Rate Amount, Total Amount and Timekeeper are pre-populated
Mark Reviewed button
By checking the checkbox next to one or more result and choosing the Mark Reviewed button you will:
~ Mark the selected items reviewed
* This is a determination that the item does not need to be billed
** This also removes the item from future reviews of the StopLoss billing.