The four drop-downs (Time, Disb, Misc and Est) enable you to determine the amount of detail displayed for the various transactions you are billing. For each transaction type you can choose from the following options:
|UI Text Box|
If you find the default option for Time may be set to Detailed or Group by Employee for example.To change this default to or another preferred default , you need to open the draft bill outside of the Billing Wizard, for example from the Bills tab of a client, and change the option by clicking the Bill Paragraphs button to access these fields.
The next time you open the Billing Wizard the option you selected will be the default.
Summary—shows one billing paragraph for the total amount being billed.
(AE) Group by Assignment—creates a billing paragraph for each assignment being billed, for example you may have one paragraph for personal tax and another for corporate tax.
Group by Assignment Type/Group by Job Type—creates a billing paragraph for each assignment (AE)/job (AO) type being billed, for example you may have one paragraph for compliance work (which would include both types of tax from the above example) and another for consultancy services.
Group by Code—creates a billing paragraph for each code type being billed, for example you may have one paragraph for meetings and another for administration.
Group by Employee—creates a billing paragraph for each employee against whom you are billing for the client.
Detailed—creates a billing paragraph for each transaction being billed.