Viewing/Editing Matter Billing Activity

You can only edit unbilled matter activity.

NOTE: Changes to matter billing activity (checks or deposits) are tracked in the matter account, general ledger, operating account, and reports.

1. Select Billing > Matter Billing Activity. The Matter Billing Detail window appears.

2. Highlight the transaction you want to view or edit and click Open. The Matter Billing Detail – Modify window appears.
   
   

3. Make changes to the fields on the window as follows:
   
   WARNING: You should only change these settings if you are working with soft costs and write-offs.

   1. Matter Number: The number of the matter for the transaction.

   2. Client Expense Code: The client expense code for the transaction.

   3. Description: The description of the transaction.

   4. Date: The date of the transaction.

   5. Date of Bill: The date of the bill on which this transaction appeared.

   6. Amount: The amount of the transaction.

   7. Invoice #: The number of the bill this transaction appeared on.

   8. Check #: If the check has been printed, this is the check number. The field will be blank if a check has not been printed against the payable.

   9. Debit/Credit: Indicates whether the transaction was a debit or credit.

   10. Billing Status: Indicates whether the transaction has been billed yet.

   11. Item on Hold: Indicates if this amount is on hold, meaning that it will not appear on the actual bill.

   12. CC Order ID: If a credit card is charged, this field displays a system-generated ID.

4. After you have made your changes, click Done.