Click New Billing

Fill in the required and desired information for the billing

Section details below:

Add General Information:

• Choose Previous Billing if one is associated
• Choose a Matter to relate the billing to
• Choose a Billing Type [Time or Expense] (required)
• Category (if desired - See Categories)
• Code (if desired - See Codes)
• Activity Code (if desired - See Activity Codes)

Timekeeper defaults to the Person entering the billing

Set Billing Details:

• Date defaults to today - Change if desired (required)
• Hours (required)
• Rate Amount (required)
• Invoice As (required)
  • Billable
  • Not Billable
  • No Charge
• Rate Type allows you to choose whether to use the default Matter Rate, the default Account Rate, the default Timekeeper Rate or choose a pre-defined rate from the Rate Table.

Add a Description of the billing

(Optional) Choose a Note, Managed Content, or Research to attach to the billing - if applicable/desired.