For those associates that do not need to add any detail to the billing charges, the Time Sheet, found under Associates:Time Sheet is the perfect tool:

The Time Sheet allows for the entry of the charges in a spreadsheet format, where each charge is one row:

The columns are defined as:

Column	Meaning
On	The date the entry was created.
Files #	The work product for which the entry was created.
Billable	Value Meaning - Delete the entry Y The charge is billable N The charge is time only
As	The associate for whom the work was done.
Code	The billing code.
Description	The description of the entry.
Time	The actual units.
By	The associate that did the work.
Files	The full description of the work product.

Note that entries can be made for any date.  Also charges entered in the Time Sheet can be viewed and updated in the History, and vice-versa.

 

Next:  Entering billing charges quickly