Edit Fee and Expense Detail Items

In Edit Prebills, you can right-click a fee or expense detail item to edit, bill, suppress, hold, mark off, delete, transfer, sort, or add detail items. Some options can be applied to multiple selected items at the same time.

Use this procedure to edit fee or expense detail items on a prebill when the field you need to change is not available directly on the prebill.

Open the prebill

Select Billing.
Click the Edit Prebill icon in the right pane.
Select the Prebill # for the prebill you need to edit.
Select Form > Open.

The Billing\Edit Prebill \[prebill number] window opens.

Select a fee or expense detail option

Hover in the right margin of a fee or expense entry.
Right-click in the blue area of the selected entry.

A menu opens with the available options.
Select the option that matches the change you need to make.

To apply an option to multiple fee or expense detail items, hold Ctrl or Shift while selecting each item. After all items are selected, choose the option to apply.

Multiple items can be selected only within the same group. Juris does not allow items in different groups to be selected at the same time.

Edit a detail item

Use Edit to open the detail for the current time or expense entry.

Expense Entry Prebill Fee Item dialog box

Depending on your rights and the type of entry selected, you can edit:

As Worked
As Entered
As Billed

To edit the detail item:

Click an item to highlight it.
Enter the new value.
Repeat these steps for each detail item you need to change.
Optional: If you are editing a time entry, select Billable Time to add a breakdown by hours.
Optional: If you are editing an expense entry, select Summarize to add a summary breakdown by budget code.
If you selected Billable Time or Summarize, enter the appropriate breakdown information.
If you are working with an expense, use the Attachment(s) text box to add or view attachments. For more information, see Using Attachments.
Select Form > Save when you are finished.

Bill, suppress, hold, mark off, or delete an item

Use these options to control how the selected fee or expense item appears on the bill.

Option	Result
Bill	Indicates that the item is OK to include and show on the current bill. This is the default option.
Suppress	Prevents the fee or expense entry from printing on the bill, but the value is still included in the bill total.
Hold	Prevents the time or expense entry from printing on the bill and from being included in bill balances. Held items remain in Unbilled Time and Unbilled Expense and appear the next time a prebill for that matter is selected, if the entry falls within the date range of the selection criteria.
Mark Off	Marks the entry down to zero. Mark Off entries are suppressed on the bill and are not printed.
Delete	Deletes the item from the bill and from the unbilled tables so it cannot be selected again in the future.

Transfer WIP to another matter

Use WIP Transfer (Work In Process) to transfer the selected time or expense entry to another matter.

Select WIP Transfer.
The Transfer To window opens.
In Client, enter the client code, or click the ellipses button to search for the client.
In Matter, enter the matter code.
Select the Post changes based on date option to use.

If Today's Date is selected, Juris enters the change using the period of the computer's current system date. Transferring an item in a period other than the current period is allowed only if you have permission to work in prior periods.
Select the Recalculate based on option to use:
- Do not recalculate any entries: Transfers the item as it appears in the current prebill, regardless of the fee and expense schedules assigned to the new matter.
- Recalculate unless rate or amount were overridden: Recalculates the entry based on the new matter's fee or expense schedule, unless the rate or amount was overridden in Transactions or in Edit Prebills.
- Recalculate all entries - including user overridden rates and amounts: Recalculates all entries based on the new matter's fee or expense schedule.
Click OK.

A WIP Transfer General Warning window opens.
Click Yes to continue.
When prompted, click Yes to add the entry or entries to the existing prebill.

The line item is removed from the prebill.

Quick Sort

Use Quick Sort to modify the sorting for items on the current bill.

Sort/Group Options window

When selected, the Sort/Group Options window shows the sorting defined by the bill format. Changes made here affect only the current bill. They do not change the sorting on the bill format.

Use the sorting options as needed:
- To add a field, select the field in Available Sort Fields, then click the right arrow to add it to Sort By.
- To remove a field, select the field in Sort By, then click the left arrow to move it to Available Sort Fields.
- To move a field up in Sort By, select the field, then click U.
- To move a field down in Sort By, select the field, then click D.
- To use the original sorting selections, select Use Original Sorting.
Click Apply to apply your changes, or click OK to apply the changes and close the window.

Add a fee item

Use Add Fee Item to open a blank fee detail window and create a new fee entry to add to the bill.

The client and matter default to the current matter. On a consolidated bill, the matter can be changed to any matter included in the prebill.

Depending on your rights, you can edit the fee item As Worked or As Billed.

Click an item to highlight it.
Enter the new value.
Repeat these steps for each detail item you need to change.
Optional: Select Billable Time to add a breakdown by hours.
If you selected Billable Time, enter the appropriate breakdown information.
Select Form > Save when you are finished.

Add an expense item

Use Add Expense Item to open a blank expense detail window and create a new expense entry to add to the bill.

The client and matter default to the current matter. On a consolidated bill, the matter can be changed to any matter included in the prebill.

Depending on your rights, you can edit the expense item As Entered or As Billed.

Click an item to highlight it.
Enter the new value.
Repeat these steps for each detail item you need to change.
Optional: Select Summarize to add a summary breakdown by budget code.
If you selected Summarize, enter the appropriate breakdown information.
Use the Attachment(s) text box to add or view attachments. For more information, see Using Attachments.
Select Form > Save when you are finished.

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