Print billing guides
Managers Partners Billers
A billing guide can be printed either before drafting the bill or during the drafting process.
Printing a Billing Guide before Drafting the Bill
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Go to the Client dashboard and click on the Work In Progress figure.
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Select the Print tab.
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Enter a date range if required.
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Select the services that are required on the billing guide. By default all services are already selected.
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Click Print to open the billing guide in Adobe Acrobat Reader and print the billing guide.
Print off an Engagement partner’s/manager’s complete set of billing guides
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Select Main Summary Portfolio from the Portfolio task pad.
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Select Billing Guide from the Details drop-down menu and click Refresh
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Click on the partner/manager required and select which clients to be included on the billing guide.
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Click Print to open the billing guide in Adobe Acrobat Reader and print the billing guide.
Print group billing guides
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Select a client from the group and go to the Client Dashboard for that client.
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Select the Group Lockup figure within the Client Financial dashlet.
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Select the group client that are to be included on the billing guide.
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Click Print Billing Guides.
Printing a Billing guide during the Drafting Process
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Select the client that the bill is to be drafted for.
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Open the Bill wizard, then complete the first page of the bill wizard and click Next.
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Click Billing Guide to open the billing guide in Adobe Acrobat reader.
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Print the Billing guide.