Some firms prefer to have the items in the bill sorted on the grouping and sorting options defined in the Bill Format. The on-demand sort feature allows you to do this for a client. When new fee and expenses are added, they are placed at the top of the fee or expense details. When the date of an entry is changed, the entry stays in place. This is done to avoid automatic re-sorting, which would rearrange all items - including those that were dragged and dropped into place. The on-demand sort button lets you decide when and if the items in the bill should be sorted according to the bills sorting and grouping options.
On-demand sort re-sorts the items on the bill in accordance with the format selected as the current view in the prebill editor at the time the on-demand sort is performed. This means:
- If the current format being used in the view is the prebill format, the items are re-sorted based on the prebill’s sorting and grouping options.
- If the current format used in the view is the final bill format, then that format’s options are used.
- When final bills are printed, they use the last sequence assigned in edit prebills, regardless of the sequence designed on the final bill design.
Running the On-demand sort will undo any drag and drop edits that may have been made.
To use the sort on demand feature:
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Select Tools > Sort Bill from the Prebill edit menu.
This places the prebill in edit sort mode.
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Click and hold down your mouse button on the drag bar while dragging the item to the desired location.
The system shows a black bar to illustrate where the entry will be placed.
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Once the entry is in the correct location, release the mouse button to drop it there.
When the mouse button is released, the entry drops into its new location.