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Juris® Answer Center

Post a Bill

  • Updated

Use Post Bills to post all bills marked Ready to Post, bills marked Ready to Post by a selected user or billing timekeeper, or specific bills selected by bill number. After you select the posting criteria, click Begin Posting to start the posting process.

Post bills to finalize the billing process after final bills have been printed and are ready for distribution to clients.

Posting writes the bill and its archived image to the journal, moves time and expenses from unbilled status to billed status, and generates journal entries to finalize billing.

Do not interrupt the posting process. If posting is interrupted, it could cause data corruption and require the data to be restored from backup. Do not use other applications or processes on your PC while posting bills.

Post bills

  1. Double-click Billing. 

    Billing, Post Bills selection

  2. Double-click the Post Bills icon.

    The Billing\Post Bills window opens. 

    Billing, Post Bills window - Ready to Post section

  3. Select the option that corresponds to the bills you want to post:
  4. After the posting criteria are selected, click Begin Posting.

All bills marked Ready to Post

Select All Bills marked 'Ready to Post' to post all bills that have a status of Ready to Post in Edit Prebills.

To review which bills have a Ready to Post status:

Billing\Edit Prebills window

  1. Open the Edit Prebills window.
  2. Sort by the Ready To column.
  3. Scroll down to review all items with a Ready To status of POST.

Bills marked Ready to Post by user

Select All Bills marked 'Ready to Post' by: [User] to post bills that have a Ready to Post status and match the selected user.

Billing\Post Bills window

To use this option:

  1. Click Bills marked 'Ready to Post' by:.
  2. Click User.
  3. Click the arrow to open the list of users.
  4. Scroll through the list and select the user.

Bills marked Ready to Post by billing timekeeper

Select All Bills marked 'Ready to Post' by: [Billing Timekeeper] to post bills that have a Ready to Post status and match the selected billing timekeeper.

Billing\Post Bills window

To use this option:

  1. Click Bills marked 'Ready to Post' by:.
  2. Click Billing Timekeeper.
  3. Click the arrow to open the list of billing timekeepers.
  4. Scroll through the list and select the billing timekeeper.

Specific Ready to Post bills

Select 'Ready to Post' Bills Selected below to post specific bills by entering or selecting bill numbers.

Billing\Post Bills window

To use this option:

  1. Click the option for 'Ready to Post' Bills Selected below.
  2. Click in the first Bill # cell.
  3. Type the number of the bill you want to post, or use the Find button to search for and select bills.
  4. Repeat for each bill you want to add, or use the Find button to search for and select multiple bills.

For more information about searching for bills, see Bill Finder Window.