Viewing the Matter Billing Activity Ledger

The Matter Billing Activity Ledger records billing transactions for matters. To access the ledger, select Billing > Matter Billing Activity. The Matter Billing Detail window appears.

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

Select the matter and set the date range for the billing activity you want to work with. If you want to see time tickets waiting to be billed, select Include Unbilled Time. Billing activity for the selected date range will be listed in the window.

All items marked Billed comprise the prior balance. All items marked Unbilled make up the current activity.

From this window, you can:

• View or modify the details of a billing transaction.

• Show bills in PDF format

• Delete matter billing activity

• Print the Matter Billing Detail report by clicking Print.

• View current unbilled time tickets by clicking View Time. (This opens the Time Tickets window.)