This article provides step-by-step instructions for creating a Manual Bill. It walks the user through opening a new manual bill batch, completing required tabs (Comment, Fees, Expenses, and Int/Sur/Tax), and saving the bill. The process concludes by noting that manual bills post automatically and do not require a separate posting step.
To create a Manual Bill, perform the following steps:
Open a New Manual Bill
Double-click Transactions.
Click Manual Bills.
Select Form > New > Manual Bill to open a new Manual Bills batch.
In the Batch Comment box, enter a comment (1–50 alphanumeric characters), or accept the default.
Select Form > New to open the New Manual Bill window.
Enter Bill Information
In the Date box, accept today’s date or enter the desired bill date.
In the Client box, enter the client code, or click the ellipses (…) button to search for and select the client in the Finder window.
In the Matter box, enter the matter code, or click the ellipses (…) button to select the matter.
Complete the Comment Tab
Click the Comment tab.
In the Comment box, enter the required comment (1–50 alphanumeric characters).
Optional: In the Narrative box, enter additional information (up to 7,500 alphanumeric characters), or click the ellipses (…) button to select a narrative template from the Text Code Finder window.
You can press Ctrl + Enter or Ctrl + Tab to insert carriage returns or tabs in the Narrative box.
Enter Fees
Click the Fees tab to add timekeeper fees.
In the ID cell, enter the timekeeper’s identification code, or right-click the cell to select from the list.
The Name field automatically populates based on the ID entered.
In the Fee Amount cell, enter the amount to bill for that timekeeper.
Repeat these steps for each timekeeper whose fees are to be billed.
Enter Expenses
Click the Expenses tab to add billable expenses.
In the ID cell, enter the expense code, or right-click the cell to select from the list.
The Description field automatically populates based on the ID entered.
In the Exp. Amount cell, enter the amount to bill for that expense.
Repeat these steps for each additional expense.
Add Interest, Surcharge, or Tax (Optional)
Click the Int / Sur / Tax tab.
In the Interest box, enter the interest amount to add to the bill.
In the Surcharge box, enter the surcharge amount.
In the Tax box, enter the applicable tax amount.
The Total Tax box automatically displays the total of all taxes entered.
Save the Manual Bill
Select Form > Save to save the bill.
Manual bills post automatically. You do not need to complete a separate posting process.