Posting Bills

As bills are printed they are made available for posting. After you’ve sent a bill to the client, you need to post the bill in Abacus Accounting manually. Once a bill is posted, the billing information is automatically transferred to your matter billing activity, your accounts receivable, and various reports. Also, once posted, a bill is assigned a number in Abacus Accounting.

TIP: Remember when the bills are ready to go to the POST office, they are ready to be posted!

Bills must be posted to complete the billing cycle. If you do not post bills, next month’s bill will contain last month’s billing detail!

1. Select Billing > Post Bills. The Bills Waiting to be Posted window appears.
   
   NOTE: If you are using automatic trust transfer, the bill will be paid from  the matter's trust default account.
   
   

2. If you are using automatic trust transfer and you want to process the trust check automatically, check Automatically process trust checks. Click here for more information.

3. Ensure that Posting Date is today’s date. Productivity reports are updated using this date. A window may appear asking you if the posting date is the cutoff date. Click Yes.

4. If you want to print a posting report, click Print.
   
   IMPORTANT: You can only print the posting report before the transactions are posted. After posting has occurred, the report is no longer available.

5. Highlight the bills you want to post and click Post.