Select Prebills

To select prebills, choose the charges to include, set the date range and bill date, choose a Select by option, complete the selection criteria, and click Begin Selection. After selection begins, Juris may prompt you about open prebills and skipped prebills.

Use Select Prebills to create prebills based on billing criteria such as frequency, cycle, billing timekeeper, client, consolidation, matter, or client range.

In this article

• Open Select Prebills
• Choose billing options
• Choose a Select by option
• Select by Frequency
• Select by Cycle
• Select by Billing Timekeeper
• Select by Client/All Matters
• Select by Consolidation Name or Matter
• Select by Client Range
• Begin selection

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Open Select Prebills

1. Select Billing.

2. Click the Select Prebills icon in the right pane.

   

3. The Billing\Select Prebills window opens.

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Choose billing options

1. Select Include Fees to include prebills with fee charges.
2. Select Include Expenses to include prebills with expense charges.
3. Select Charge Interest to include prebills with interest charges.
4. In the Begin Date box, accept the default date or enter the date to start with.
5. In the End Date box, accept the default date or enter the date to end with.
6. In the Bill Date box, accept the default of today’s date or enter the date to display on the prebills.
7. Click the Select by arrow and choose the selection method.
8. Click the Sort By arrow and choose the sort option.
9. If more than one office is available, click Office and select the office.

10. Optional: Select Print Prebills to print prebills during the selection process.

    If selected, the Printer box is enabled and displays the default printer for your PC. You can select a different printer, if needed.

11. Optional: Click the Printer arrow and select a different printer.

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Choose a Select by option

Option	Use to select...
Frequency	Prebills based on billing frequency.
Cycle	Prebills based on the cycle set at the matter level.
Billing Timekeeper	Prebills for matters assigned to a specific billing timekeeper.
Client/All Matters	Prebills for all matters and consolidations for a specific client.
Consolidation Name OR Matter	Specific consolidations or specific matters.
Client Range	Prebills for a range of clients.

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Select by Frequency

Billing frequency is determined at the matter level for fees and expenses. Billing frequency may be set to Monthly, Quarterly, Semiannually, Annually, or On Cycle.

Matters set to Quarterly, Semiannually, or Annually also require a billing period, or Billing Month, to be set.

When Select by Frequency is used, Juris selects all matters set to Monthly and any Quarterly, Semiannually, or Annually matters whose Billing Month matches the Billing Period selected in Select Prebills.

By default, all timekeepers are included in the selection. You can further limit the selection by including or excluding specific timekeepers.

1. In the Billing Period box, accept the default of 1, or enter the number of billing periods to include.
2. Optional: Adjust the timekeeper selection:
   • To add a timekeeper, select the name in the Available Timekeepers list and click the right arrow.
   • To remove a timekeeper, select the name in the Selected Timekeepers list and click the left arrow.
   • To add all available timekeepers, click the double right arrow.
   • To remove all selected timekeepers, click the double left arrow.

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Select by Cycle

When Cycle is set at the matter level, a cycle number must also be entered for that matter. The cycle may be any number from 1-999.

Cycle selection allows the firm to create custom billing cycles. For example, a firm may use cycles 1, 2, 3, and 4 for weekly billing groups within a month.

1. In the Billing Cycle box, accept the default of 1, or enter the number of billing cycles to include.
2. Optional: Adjust the timekeeper selection:
   • To add a timekeeper, select the name in the Available Timekeepers list and click the right arrow.
   • To remove a timekeeper, select the name in the Selected Timekeepers list and click the left arrow.
   • To add all available timekeepers, click the double right arrow.
   • To remove all selected timekeepers, click the double left arrow.

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Select by Billing Timekeeper

Use Billing Timekeeper to select prebills for matters assigned to selected billing timekeepers.

A client range may also be specified. The range defaults to First and Last to include all clients unless you define a different range.

1. Select the billing timekeepers to include.
2. Optional: In the Begin with Client box, enter the starting client code, or click the ellipses button to search for the client.
3. Optional: In the End with Client box, enter the ending client code, or click the ellipses button to search for the client.

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Select by Client/All Matters

Use Client/All Matters to select prebills for all matters and consolidations for a specific client.

If you know the client code:

1. In the first row Code cell, enter the client code.
2. Repeat for each client code you want to add.

If you do not know the client code:

1. Select Edit > Find to open the Billing\Select Prebills : Client / Matter Finder window.
2. Select the Search in option.
3. Select the Method option.
4. In the Search for box, enter the text to search for.
5. Click Search Now.
6. Select the client row.
7. Click Select.
8. Repeat these steps for each client you want to add.

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Select by Consolidation Name or Matter

Use Consolidation Name OR Matter for on-the-fly selections of specific individual bills when a selection range is not needed.

Select by Consolidation Name

1. In the Client Code cell, enter the client code, or select Edit > Find to search for a client.
2. If the client has only one consolidation, the Consolidation Name cell is automatically filled in.
3. If multiple consolidations are available, click the Consolidation Name arrow and select the consolidation.

Select by Client Single Matter

1. In the Client Code cell, enter the client code.
2. In the Matter Code cell, enter the matter code.

You can also use the Billing\Select Prebills : Client / Matter Finder window to select both the client and matter.

To use the finder:

1. In the Client Finder pane, select the Search in option.
2. Select the Method option.
3. In the Search for box, enter the text to search for.
4. Click Search Now.
5. Select the client row.
6. In the Matter Finder pane, select the Search in option.
7. Select the Method option.
8. Select the Across option.
9. In the Search for box, enter the text to search for.
10. Click All Matters.
11. Select the matter row.
12. Click Select.

The client and matter are added to the row.

Repeat these steps to add more clients and matters.

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Select by Client Range

Use Client Range to select prebills for a range of clients.

If you know the beginning and ending client codes:

1. In the Begin with Client box, enter the starting client code.
2. In the End with Client box, enter the ending client code.

If you do not know the client codes:

1. Click the Begin with Client ellipses button.

   

2. The Billing\Select Prebills : Client / Matter Finder window opens.

   

3. Select the Search in option.
4. Select the Method option.
5. In the Search for box, enter the text to search for.
6. Click Search Now.
7. Select the client row.

8. Click Select.

   The selected client is added to the Begin with Client box.

9. Click the End with Client ellipses button.

   

10. Repeat the finder steps to select the ending client code.

    The selected client is added to the End with Client box.

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Begin selection

1. Click Begin Selection.
2. When prompted, select the option that matches whether you want to continue without deleting open prebills.
3. After the process finishes, Juris prompts you to decide whether to view a report of skipped prebills.
4. Click Yes to view the Skipped Prebills Report, if needed.

If you click Yes, the report opens and is ready to print.