Bill actual time and expenses
Objective. Invoice approved time and expenses accurately using the appropriate rates, billable rules and level of detail while ensuring that every source entry is billed once only.
What you will learn
- Configure hourly selling rates, expense resale rules and matter-specific exceptions.
- Select the correct billable time and expenses for a defined period.
- Present detailed or grouped supporting information without altering the source data.
Recommended workflow
- Check task and expense codes, employee rates, matter-specific prices and the client’s billing settings.
- Approve the source entries and verify dates, descriptions, quantities, receipts and billable status.
- Prepare the invoice for the selected client, matter and period and review the included entries.
- Validate the draft, check the detail or appendix and confirm that only the selected entries are marked as invoiced.
Checks before continuing
- Cost, reimbursement amount and selling price are not confused.
- Non-billable, already invoiced or out-of-period entries are excluded.
- Grouped invoice lines remain reconcilable with the underlying time and expense entries.