Select Prebills Best Practices

Before selecting prebills, document the firm’s billing process, use a checklist, cross-train billing staff, and verify that all relevant batches are posted. Unposted time entries, expense entries, or payments are not included in the prebill selection process.

The Select Prebills function provides multiple selection options so each firm can create a billing selection process that fits its needs.

Best practices

• Document the billing process.
• Create a checklist of the items that need to be addressed and the order in which they should be completed. This helps reduce mistakes that may result in lost billing.
• Cross-train at least one other person to perform key billing functions. If the firm relies on one person for billing, the firm may be vulnerable if that person is unavailable.
• Verify that all batches are posted before beginning the selection process. Time entries, expense entries, or payments in unposted batches are not included in prebill selection.

Related topics

• Select Prebills
• WIP Transfer to an Open Prebill
• WIP Transfer to an Open Prebill Overview
• Select Prebills Overview
• Edit Prebills Overview