The Select Prebills function is designed to offer you a multitude of selection options to ensure that your firm can establish a selection process that meets its individual needs.
Best Practices
- Document the billing process.
- Make a checklist of the items that need to be addressed and in what order they should be performed. This will reduce mistakes that may cost the firm in lost billing.
- Cross-train. If the firm relies on one person to perform key functions of the billing process, that leaves the firm vulnerable if that key person is unavailable. Make sure to cross-train at least one other person in the firm to perform billing in case the key person is unavailable.
- Verify that all batches are posted before beginning the selection process. Any time entries, expense entries or payments that are in unposted batches will not be picked up in the selection process.