Post a Bill

Double-click Billing.

Double-click the Post Bills icon.

The Billing\Post Bills window opens.

Select the options that corresponds to the bills you want to post.

• All Bills marked ‘Ready to Post’ - Post all bills that have a status of ‘Ready to Post’ in Edit Prebills.  

  To use this option:

  

  Click on the All Bills marked 'Ready to Post' option.

  To see which bills have a 'Ready to Post' status:

  1. Open the Edit Prebills window.

     

  2. Sort by the Ready To column.
  3. Scroll down to review all items with a ‘Ready To’ status of 'POST'.

 

• All Bills marked ‘Ready to Post’ by: [User] - Post all bills that have the status of ‘Ready to Post’ when the user matches the one selected.

  To use this option:

  

  1. Click on Bills marked 'Ready to Post' by: option.
  2. Click on the User option.
  3. Click on the arrow to open a list of users.
  4. Scroll through the list and click on the user you want, to select them.

 

• All Bills marked ‘Ready to Post’ by: [Billing Timekeeper] - Post all bills that have the status of ‘Ready to Post’ when the billing timekeeper matches the one selected.

  To use this option:

  

  1. Click the Bills marked 'Ready to Post' by: option.
  2. Click on the Billing Timekeeper option.
  3. Click on the arrow to open a list of billing timekeepers.
  4. Scroll through the list and click on the user you want, to select them.

 

• ‘Ready to Post’ Bills Selected below - Post specific bills by entering or selecting bill numbers.

  To use this option:

  

  1. Click the Bills marked 'Ready to Post' by: option.
  2. Click in the first Bill # cell and type the number of the bill you want to post, or use the Find button to search for and select bills.
  3. Repeat step a for each bill you want to add, or use the Find button to quickly search for and select multiple bills.