Client Billing

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Billing Category Preference and Billing Notes

The attachment shows how and why you would enter in a billing preference or a billing note on a client record.

Completing a Refund

The attachment shows how to process different types of refunds. Please note that these directions would not apply in all situations.

Primary Collection Notes

Please see the attachment to learn how to input a primary collection note and where to track changes.

Add New Client Message Option

To add a new client message option within your environment follow these steps: 1.) Be in the Administrator Role 2.) Go to Setup > Accounting > Accounting Lists 3.) Choose Client Messages from the filter 4.) Click the New Button to add new messages to the available list of messages for your system.

Assigning a Bill To Client on a Client Record

This document explains how to assign a Bill to Client on a client record, what that means, and when you would use it.

Tips and Tricks: WIP troubleshooting & Scheduled Report Stop

Tips and Tricks: WIP troubleshooting, Time won't record, & Stopping a Scheduled Report WIP Troubleshooting: When WIP isn't allowing you to move it to another client please check the following: - Is the client active & billable that the WIP was created to? - Does the client the WIP was created on have a bill to client and are they active & billable? - Is the client that you are trying to move the WIP to active & billable? - Have any of the clients mentioned above been marked Do Not Allow Wor...

Billing 3.0 Manual - Attest and Non-Attest

This guide is to assist firms in every day billing functions such as invoice creation, progress billing, credit memos, and much more. This guide is for firms who report Attest and Non-Attest WIP separately.

Billing 3.0 Manual

This guide is to assist firms in every day billing functions such as invoice creation, progress billing, credit memos, and much more. This guide is for firms who do not report Attest and Non-Attest WIP separately.

Billing Agreements

The attached PowerPoint will walk you through how to create and maintain Billing Agreements.

Primary Collection Notes

How to add primary collection notes onto a client record.

Editing Client Fees

Edit or Cancel client fees (Only to be used on a fee that is in an open period) 1.) Editing a client fee: a. Go to clients > Fees > View b. You can customize the view to add additional filters as needed in order to search faster. c. Ensure that you have inline editing turned on. d. You can sort by any of the columns and then once you have found the proper fee you can select edit in front of the fee and make the necessary changes as long as the fee has not been billed. (Would be in a closed...

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