Set Prebill Edit Preferences

Prebill edit preferences are available from the Tools menu on the fee or expense item form. The available preferences depend on whether you are editing or adding a fee item or an expense item.

Use Prebill Edit Preferences to control how As Worked, As Billed, and As Entered values behave when fee or expense items are edited on a prebill.

Set prebill edit preferences

1. Open the prebill that contains the fee or expense item you need to edit or add:

   1. Select Billing.
   2. Click the Edit Prebill icon in the right pane.
   3. Click the Prebill # of the prebill you need to edit.
   4. Select Form > Open.

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

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

3. Select Tools > Preferences.

   

   Fee Preferences

   

   Expense Preferences

4. The Prebill Edit Preferences window opens. The window is specific to the type of item you are editing or adding fee or expense.
5. Select the checkbox for each preference you want to apply.
6. Click Apply.
7. Click OK to close the window.

Fee preferences

As Worked

Preference

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

As Billed

Preference	Notes
Prompt to use new rate when Timekeeper changes
Recalculate hours to bill when amount changes	Controlled by the Proration Options section of the Misc tab in Firm Options. This setting is displayed in Edit Prebills for convenience.
Recalculate rate when amount changes	Controlled by the Proration Options section of the Misc tab in Firm Options. This setting is displayed in Edit Prebills for convenience.

Expense preferences

As Entered

Preference

Update As Billed Units and Amount when As Entered changes

This is currently the only preference option for expenses.