Billing for Documents

To bill for one or more documents

  1. Access a list of document links.

  2. Highlight one document link or tag the documents you want to bill.

  3. Click Bill OR right-click inside the list of document links and click Bill. The Send to Accounting window appears. Click an option.

  4. The Time Tickets - Entering New Time window appears. Notice that a separate Time Tickets window opens for each document selected. Complete the Time Tickets window and click Done to save your changes.

To bill for one document while adding document details

On the Document Details window, click Bill. The Time Tickets - Entering New Time window appears. Complete the Time Tickets window and click Done to save your changes.