You can search for bills by client code, matter code, or by scrolling through the list of bills. You can also select multiple bills using standard Microsoft selection methods.
Use the Bill Finder window to search for a bill when you do not know the exact bill number.
Search for and select a bill
Open the Bill Finder window.
This is usually done by clicking the Find
button on the toolbar.
- Optional: In the Client Code box, type the client code to search for all Ready to Post bills for a specific client.
- Optional: In the Matter Code box, type the matter code to search for all Ready to Post bills related to a specific matter.
- Scroll through the list and click the Bill # you want to select for posting.
Optional: Select multiple bills using one of the following methods:
- Hold Ctrl while clicking each bill to select multiple bills that are not in sequence.
- Hold Shift while clicking the first and last Bill # in a sequence to select a range of bills.
Release Ctrl or Shift after making your last selection.
- Click Select.
The selected bill or bills are added to the table, and the Bill Finder window closes.