Set Prebill Edit Preferences

The Time and Expense entry forms have Preferences available from the Tools menu that may be used to customize the behavior of the As Worked and As Billed values when edits are made. These Preferences are available from the Tools menu of the fee or expense item form, which may be accessed by editing or adding a Fee or Expense item.

To set a specific prebill preference:

1. Open the prebill on which you need to edit or add a fee or expense item.

   1. Select Billing.
   2. Click the Edit Prebill icon in the right pane.
   3. Click on the Prebill # of the prebill you need to edit to select it.

   4. Select Form > Open from the menu.

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

2. Edit or add the fee or expense item on which you want to set specific preferences.

3. Select Tools > Preferences from the menu.

   A Prebill Edit Preferences window opens, that is specific to edit or addition you made (Fee or Expense).

   Fee Preferences

   Expense Preferences

4. Click on the check box next to each preference you want to select it.

   Fee preferences under the 'As Worked' section are:

   • Update As Billed Date when As Worked changes
   • Update As Billed Timekeeper when Worked changes
   • Update As Billed Hours, Rate, and Amount when As Worked changes

   Fee preferences under the 'As Billed' section are:

   • Prompt to use new rate when Timekeeper changes
   • Recalculate hours to bill when amount changes*

   • Recalculate rate when amount changes*

     *These settings are controlled from the Proration Options section of the Misc tab of Firm Options.  The setting is merely displayed in Edit Prebills for convenience.

   Expense preferences under the 'As Entered' section are:

   • 'Update As Billed Units and Amount when As Entered changes' is currently the only option for expenses.
5. Click Apply to apply the selected preferences.
6. Click OK to close the window.