Bulk billing is used to view all draft invoices and authorised invoices. It can be used to print WIP reports for client and matter authors.
The Billing Classification for a matter can be set within the Edit Matter screen (see below). The options here are Manual, Progress Bill and Monthly Bill. Manual is the system default.
To use bulk billing go to the Home tab > Billing > Bulk
Billing Candidates Tab
The Billing Candidates window is used to report on all WIP or WIP greater than a value, Progress Billed or Monthly Billed, Manually billed where ready or Manually billed for WIP greater than a value. Filter by Author, Client or Matter Author or Team
This lists the client and matter number, client name, client author, matter description, matter author, draft exists, last bill date, AR, trust balance, unbilled expenses and disbursements, headroom, WIP (value) and TPC. In this screen there is the ability to print, select all or some and create drafts.
After making a selection and clicking ‘Create Draft,’ select a date for the draft invoices
Draft Bills Tab
View all draft and authorised invoices here.
There are many filtering options, including:
- Draft Creator – NOTE: This is useful if there are invoices where the user is not the client or matter author
- Authorisation – Unauthorised, Authorised or Both
- Author(s) - Client or matter author and team
Click ‘Search’ once filters have been chosen
NOTE: To search for all draft invoices, leave the filters at the defaults and click ‘Search.’
The screen displays the client/matter number, client name, client author, matter description, matter author, Draft Date, Creator, authorised date, Authoriser, Ref, fee amount, Premium, expenses and disbursements and the Total (Inc, GST)
NOTE: At month end use the Bulk Billing > Draft Bills tab to check on any invoices dated the month that is being rolled, as invoices cannot be left dated the month being rolled. There is the ability to bulk select and change the date to the next month.
The totals of the invoices are displayed on the bottom of the page. Select all by clicking in the top box or some by ticking in the box to the left of the client and matter number
To print the list of invoices selected, click ‘Print’ – Report Window opens
Use the ‘Export’ button to export the file to Excel, PDF or Word (this can then be printed from a saved location) or the ‘Print’ button to print as is.
- To edit the bill date for the invoices selected, click ‘Edit Bill Date’ and put in the new invoice date
- Select ‘Delete’ to delete the invoices selected
- Select ‘Authorise’ to authorise the invoices selected – put in the authorisation date
Posting Bills
From this point, all invoices are dealt with individually as per the Single Billing instructions, open each using the blue hyperlink, edit as required (select a template, add a narration, edit WIP as necessary, add expenses etc) then click ‘Save,’ ‘Save & Authorise’ or ‘Save & Post.’