Ideal Online Documentation

14274 T/B MAINTENANCE
TB4-01 Bill Formats

 

PURPOSE

 

The bill format maintenance program enables you to define customized invoice layouts which are used to format the appearance of auto-bills. Up to 36 different formats can be created and uniquely named using a one-digit code of any letter or number. A bill format code of your choice is referenced by each matter in the matter maintenance program. Each bill format provides the following options.

 

1. You can define whether or not details from the time entry descriptions will appear on an invoice. For each of the following time entry transaction details, you can define whether or not it will print on the bill and in what order from left to right across the page.

  • Date of recorded time entry.
  • Description.
  • Lawyer code.
  • Number of hours for time entry.
  • Hourly rate of timekeeper.
  • Dollar value of time entry.
  • Dollar value of GST for time entry.
  • Dollar value of PST for time entry.

2. An I.C.B.C. format can be accessed by answering "Yes" to the prompt.

 

3. A lawyer summary of total hours and total fee billings will appear on the invoice immediately prior to the disbursement section if you answer "Yes" to this prompt.

 

4. A blank line will appear between each time entry description if you answer "Yes" to this prompt.

 

5. The letter summary format is a unique bill format that you may prefer. If you activate this feature, you can print a sample invoice for testing purposes to determine if the unique format suits your needs.

 

6. Your law firm name and address will be printed at the top of the first page of each invoice if this feature is turned on. If you use pre-printed invoice paper, leave this feature off.

 

7. A summary of taxable and non-taxable components of the bill with the applicable GST and PST amounts can be displayed if you select this option.

 

8. Up to 25 paragraph codes can be attached to the bill format by entering the codes in this field.

 

You can modify or delete existing bill formats.  The codes previously used for deleted bill formats can be reused.

 

Bill Format Maintenance is accessed from:

  • Bill Processing menu.

PROCEDURE

 

Select Automatic Billing Format Maintenance from the Bill Processing menu. The bill format maintenance screen 1 displays. You may move to other screens in the program either before or after displaying a format. You may view successive formats on a single screen and exit the program or add a new format from any screen.

 

BILL FORMAT MAINTENANCE SCREEN 1 DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│08/01/07                       The Ideal Law Firm                               â”‚
│                    BILL FORMAT MAINTENANCE - SCREEN 1 OF 6                     â”‚
│                              GENERAL INFORMATION                               â”‚
│BILL FORMAT: __                                                                 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 DESCRIPTION                                                                  â”‚
│02 ICBC FORMAT (Y/N)                                                            â”‚
│03 ADVANCED CONTROL LOGIC (Y/N)        11 PARAGRAPH TYPES AND CODES             â”‚
│04 LETTER SUMMARY FORMAT (Y/N)                                                  â”‚
│05 PRINT FIRM ADDRESS (Y/N)                                                     â”‚
│06 DOUBLE SPACE DETAIL (Y/N)                                                    â”‚
│07 LAWYER SUMMARY (Y/N)                                                         â”‚
│08 TAX SUMMARY (Y/N)                                                            â”‚
│09 CAPITALIZATION TYPE (1-3)                                                    â”‚
│10 SUMMARY DATE RANGE LINE (Y/N)                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│───────────────────[Arrow Up/Down for Prior/Next Bill Format]───────────────────│
│Arrow Left/Right or Shift F1-F6 for other screens  F4=EXIT                      â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
Arrow Left/Right or Shift F1-F6 for other screens  F4=EXIT

 

Enter the format code to add, modify or delete.

 

To add a new code see ADD A CODE. To modify or delete an existing code see MODIFY AN EXISTING CODE.

 

 

[↑]/[↓] for previous/next bill format display.

 

[←]/[→] or [SHFT][F1]-[F6] for other maintenance screens.

 

[F4] to exit to menu.

 

 

ADD A CODE

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (CR=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to CODE field.

 

[F2] to not add a new code.

 

You may enter a different NEW code, an existing code or press [F4] to exit.

 

 

 

MODIFY AN EXISTING CODE

 

If you enter an existing code you will be prompted whether or not you wish to modify, copy or delete the code. You can move to other screens in the program either before or after displaying a format. You can view successive formats on a single screen and exit the program or add a new format from any screen.

 

All screens of the program are shown below with an example format displayed. The specific data fields for all screens are detailed below. As the display screens all share the identical prompt, this is explained fully here and not repeated for each screen.

 

** M/#=MODIFY, C=COPY, D=DELETE, R=RESET TO DEFAULTS:
   Arrow Left/Right or Shift F1-F6 for other screens F4=EXIT

 

[Enter] to clear the display and return to the CODE field.

 

Press [Enter] a second time to display the last format code again.

 

 

Enter the number of the field you wish to modify.

 

Once you have modified the field data (see FIELDS below) press [Enter] to display the following prompt where you may enter the number of additional fields to modify or press [Enter] again to end modifications.

 

 

** ENTER FIELD NUMBER TO MODIFY:

 

Enter the number of the field you wish to modify.

 

[Enter] for modifications complete.

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update the file.

 

The file is updated and you are returned to the CODE field.

 

 

[F2] to make additional modifications to the fields.

 

You are returned to the FIELD NUMBER prompt above.

 

 

[F4] to cancel all changes and return to CODE field.

 

"C" to copy the complete format.

 

The following prompt displays.

 

 

** ENTER THE BILL FORMAT CODE TO COPY TO:

 

Enter the destination code.

 

This must be a new code. You are prompted to confirm the copy.

 

 

"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

"R" to reset to default settings.

 

>> 1=RESET ALL, 2=RESET ADVANCED HEADING DATA, ENTER=BYPASS:

 

[Enter] to bypass and return to the CODE field.

 

"1" to reset all fields.

 

"2" to reset only advanced heading data fields.

 

[↑]/[↓] for previous/next bill format display.

 

[←]/[→] or [SHFT][F1]-[F6] for other maintenance screens.

 

[F4] to exit to menu.

 

 

BILL FORMAT MAINTENANCE - GENERAL INFORMATION

 

Example Bill Format Maintenance Screen 1 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/02/07                       The Ideal Law Firm                               â”‚
│                    BILL FORMAT MAINTENANCE - SCREEN 1 OF 6                     â”‚
│                              GENERAL INFORMATION                               â”‚
│BILL FORMAT: A  GENERIC DEFAULT SETTING                                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 DESCRIPTION                      GENERIC DEFAULT SETTING                     â”‚
│02 ICBC FORMAT (Y/N)                N                                           â”‚
│03 ADVANCED CONTROL LOGIC (Y/N)     Y  11 PARAGRAPH TYPES AND CODES             â”‚
│04 LETTER SUMMARY FORMAT (Y/N)      N      L A   T X                            │
│05 PRINT FIRM ADDRESS (Y/N)         Y      T A                                  â”‚
│06 DOUBLE SPACE DETAIL (Y/N)        N      T Z                                  â”‚
│07 LAWYER SUMMARY (Y/N)             Y      L Z                                  â”‚
│08 TAX SUMMARY (Y/N)                N      B Z                                  â”‚
│09 CAPITALIZATION TYPE (1-3)        Y                                           â”‚
│10 SUMMARY DATE RANGE LINE (Y/N)    N                                           â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│───────────────────[Arrow Up/Down for Prior/Next Bill Format]───────────────────│
│** M/#=MODIFY, C=COPY, D=DELETE, R=RESET TO DEFAULTS: ___                       â”‚
│   Arrow Left/Right or Shift F1-F6 for other screens  F4=EXIT                   â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS - SCREEN 1

 

DESCRIPTION

 

Enter a description.

 

This can be up to 30 alpha/numeric characters.

 

 

ICBC FORMAT (Y/N)

 

"Y" to use the I.C.B.C. format.

 

"N" to not use the I.C.B.C. format.

 

ADVANCED CONTROL LOGIC (Y/N)

 

Enter "Y" to use the advanced user-defined control logic. If you select "Y", you must enter all data on screens 2-5. Enter "N" to use the old hard coded logic.

 

 

"Y" to use advanced control logic.

 

"N" to not use advanced control logic.

 

LETTER SUMMARY FORMAT (Y/N)

 

"Y" to use letter summary format.

 

Ideal recommends that you test this option on a bill format and print a bill with it to see if it suits your needs.

 

 

"N" to not use letter summary format.

 

PRINT FIRM ADDRESS (Y/N)

 

"Y" to print the name and address of the firm.

 

The name and address will print on the first page of each invoice.

 

 

"N" to not print the name and address.

 

DOUBLE SPACE DETAIL (Y/N)

 

"Y" to print a blank line between each time entry transaction.

 

"N" to single space the entries.

 

LAWYER SUMMARY (Y/N)

 

"Y" to print a lawyer summary section.

 

The lawyer summary section prints immediately before the disbursement section of the invoice. The lawyer summary section details total hours and total fee billings for each timekeeper on the invoice.

 

 

"N" to not print a lawyer summary section.

 

TAX SUMMARY (Y/N)

 

"Y" to print a detailed tax summary.

 

"N" to print a tax total only.

 

CAPITALIZATION TYPE (1-3)

 

"1" for all capital letters only.

 

"2" to allow mixed case, but default to all capitals.

 

"3" to allow mixed case, but default to all small letters.

 

SUMMARY DATE RANGE LINE (Y/N)

 

"Y" to include summary date range line.

 

"N" to not include summary date range line.

 

PARAGRAPH TYPES AND CODES

 

Enter paragraph codes.

 

Paragraph codes can also be attached to matters through the matter maintenance program. If a paragraph code is attached to a matter, all paragraph codes attached to the bill format will not print for that particular matter. See 14275 PARAGRAPH MAINTENANCE for details of paragraph types and codes.

 

 

When modifying an existing format code the following prompt displays.

 

>> 1=LEAVE PARAGRAPH CODES AS THEY ARE, 2=RE-ENTER THEM:

 

"1" to bypass.

 

"2" to reenter all paragraph codes.

 

Selecting this option clears all existing paragraph codes.

 

 

** OK TO UPDATE ? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to accept changes and update file.

 

[F2] to modify additional field data.

 

[F4] to cancel all changes.

 

 

BILL FORMAT MAINTENANCE - ADVANCED CONTROL PARAMETERS (SCREEN 2)

 

Example Bill Format Maintenance Screen 2 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/02/07                       The Ideal Law Firm                               â”‚
│                    BILL FORMAT MAINTENANCE - SCREEN 2 OF 6                     â”‚
│                     ADVANCED CONTROL PARAMETERS (SCREEN 2)                     â”‚
│BILL FORMAT: A  GENERIC DEFAULT SETTING                                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 BLANK LINES AT TOP OF FIRST PAGE                                             â”‚
│02 BLANK LINES AT TOP OF OTHER PAGES                                            â”‚
│03 STRATEGIC ALLIANCE (Y/N)             Y                                       â”‚
│04 UNUSED                                                                       â”‚
│05 SKIP NAME IN FIRM N&A                N                                       â”‚
│06 BLANK LINES AFTER FIRM N&A           1                                       â”‚
│07 PAGE LINE AFTER FIRM N&A             N                                       â”‚
│08 BLANK LINES AFTER ABOVE PAGE LINE                                            â”‚
│09 SKIP CLIENT NAME WHEN GROUP N&A USED N                                       â”‚
│10 PAGE LINE AFTER CLIENT DATA          N                                       â”‚
│11 USE SHORT FORM HEADING FOR PAGES 2+  N                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│───────────────────[Arrow Up/Down for Prior/Next Bill Format]───────────────────│
│** M/#=MODIFY, C=COPY, D=DELETE, R=RESET TO DEFAULTS: ___                       â”‚
│   Arrow Left/Right or Shift F1-F6 for other screens  F4=EXIT                   â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

FIELDS - SCREEN 2

 

BLANK LINES AT TOP OF FIRST PAGE

 

Enter number of blank lines at top of first page.

 

These lines are in addition to the printer margin at the top of the first page. Leave this field blank for no additional lines.

 

 

BLANK LINES AT TOP OF OTHER PAGES

 

Enter number of blank lines at top of succeeding pages.

 

These lines are in addition to the printer margin at the top of the page. Leave this field blank for no additional lines.

 

 

STRATEGIC ALLIANCE (Y/N)

 

"Y" to include strategic alliance.

 

"N" to not include strategic alliance.

 

SKIP NAME IN FIRM N&A

 

This field only applies if firm name and address is printed.

 

 

"Y" not to print firm name.

 

"N" to print firm name.

 

BLANK LINES AFTER FIRM N&A

 

This field only applies if firm name and address is printed. Leave this field blank for none.

 

 

Enter the number of blank lines to follow firm name.

 

PAGE LINE AFTER FIRM N&A

 

This field only applies if firm name and address is printed.

 

 

"Y" to insert a page line after firm name.

 

"N" to not insert a page line after firm name.

 

BLANK LINES AFTER ABOVE PAGE LINE

 

This field only applies if firm name and address is printed. Leave this field blank for none.

 

 

Enter the number of blank lines to follow page line.

 

SKIP CLIENT NAME WHEN GROUP N&A USED

 

"Y" to not include client name when group used.

 

"N" to include client name when group used.

 

PAGE LINE AFTER CLIENT DATA

 

"Y" to insert a page line after client information.

 

"N" to not insert a page line after client information.

 

USE SHORT FORM HEADING FOR PAGES 2+

 

"Y" to use short heading for each page after first

 

"N" to use full heading for each page after first.

 

 

BILL FORMAT MAINTENANCE - ADVANCED CONTROL PARAMETERS (SCREEN 3)

 

Example Bill Format Maintenance Screen 3 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/02/07                       The Ideal Law Firm                               â”‚
│                    BILL FORMAT MAINTENANCE - SCREEN 3 OF 6                     â”‚
│                     ADVANCED CONTROL PARAMETERS (SCREEN 3)                     â”‚
│BILL FORMAT: A  GENERIC DEFAULT SETTING                                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 USE CLIENT OR MATTER CONTACT         C                                       â”‚
│02 IF NO CONTACT, USE OTHER ONE         N                                       â”‚
│03 PAGE LINE AFTER ATTENTION            N                                       â”‚
│04 BLANK LINES AFTER ATTENTION          1                                       â”‚
│05 PRINT 'IN ACCOUNT WITH' DATA         N                                       â”‚
│06 UNDERLINE MATTER NAME                N                                       â”‚
│07 PAGE LINE AFTER MATTER NAME          N                                       â”‚
│08 PAGE LINE AFTER MATTER DATA)         N                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│───────────────────[Arrow Up/Down for Prior/Next Bill Format]───────────────────│
│** M/#=MODIFY, C=COPY, D=DELETE, R=RESET TO DEFAULTS: ___                       â”‚
│   Arrow Left/Right or Shift F1-F6 for other screens  F4=EXIT                   â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS - SCREEN 3

 

USE CLIENT OR MATTER CONTACT

 

"C" for client contact.

 

"M" for matter contact.

 

IF NO CONTACT, USE OTHER ONE

 

"Y" to use other contact is selected not on file.

 

"N" to not use other contact is selected not on file.

 

This will result in a blank contact if option "N" is selected.

 

 

PAGE LINE AFTER ATTENTION

 

"Y" to insert a page line after attention line.

 

"N" to not insert a page line after attention line.

 

BLANK LINES AFTER ATTENTION

 

Enter the number of blank lines to follow attention line.

 

Leave field blank for none.

 


PRINT 'IN ACCOUNT WITH' DATA

 

"Y" to print phrase.

 

"N" to not print phrase.

 

UNDERLINE MATTER NAME

 

"Y" to underline matter name.

 

"N" to not underline matter name.

 

PAGE LINE AFTER MATTER NAME

 

"Y" to insert page line after matter name.

 

"N" to not insert page line after matter name.

 

PAGE LINE AFTER MATTER DATA

 

"Y" to insert page line after matter information.

 

"N" to not insert page line after matter information.

 

 

BILL FORMAT MAINTENANCE - ADVANCED CONTROL PARAMETERS (SCREEN 4)

 

Example Bill Format Maintenance Screen 4 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/02/07                       The Ideal Law Firm                               â”‚
│                    BILL FORMAT MAINTENANCE - SCREEN 4 OF 6                     â”‚
│                     ADVANCED CONTROL PARAMETERS (SCREEN 4)                     â”‚
│BILL FORMAT: A  GENERIC DEFAULT SETTING                                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 'OUR ACCOUNT' FOOTER DESCRIPTION     THIS IS OUR ACCOUNT HEREIN:             â”‚
│02 BEFORE/AFTER TRAILING PARAGRAPHS     B                                       â”‚
│03 PRINT LAWYER SIGNATURE LINE          Y                                       â”‚
│04 BLANK LINES BEFORE SIGNATURE LINE    3                                       â”‚
│05 INCLUDE 'PER' ON LAWYER NAME         Y                                       â”‚
│06 PRINT UNDERLINE ABOVE LAWYER NAME    N                                       â”‚
│07 PRINT 'E&OE' LINE                    Y                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│───────────────────[Arrow Up/Down for Prior/Next Bill Format]───────────────────│
│** M/#=MODIFY, C=COPY, D=DELETE, R=RESET TO DEFAULTS: ___                       â”‚
│   Arrow Left/Right or Shift F1-F6 for other screens  F4=EXIT                   â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS - SCREEN 4

 

'OUR ACCOUNT' FOOTER DESCRIPTION

 

Enter the desired footer description.

 

You may enter up to 35 alpha/numeric characters.

 

 

BEFORE/AFTER TRAILING PARAGRAPHS

 

"B" to add footer description before trailing paragraphs.

 

"A" to add footer description after trailing paragraphs.

 

PRINT LAWYER SIGNATURE LINE

 

"Y" to print a lawyer signature line.

 

"N" to not print a lawyer signature line.

 

BLANK LINES BEFORE SIGNATURE LINE

 

Enter number of blank lines above signature line.

 

Leave field blank for no lines.

 

 

INCLUDE 'PER' ON LAWYER NAME

 

"Y" to precede lawyer name with PER.

 

"N" to not precede lawyer name with PER.

 

PRINT UNDERLINE ABOVE LAWYER NAME

 

"Y" to print an underline above lawyer name.

 

"N" to not print an underline above lawyer name.

 

PRINT 'E&OE' LINE

 

"Y" to print E&OE line.

 

"N" to not print E&OE line.

 

 

BILL FORMAT MAINTENANCE - ADVANCED HEADING FIELDS

 

Example Bill Format Maintenance Screen 5 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/02/07                       The Ideal Law Firm                               â”‚
│                    BILL FORMAT MAINTENANCE - SCREEN 5 OF 6                     â”‚
│                            ADVANCED HEADING FIELDS                             â”‚
│BILL FORMAT: A  GENERIC DEFAULT SETTING                                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│     FIELD DESCRIPTION               DESCRIPTION ON INVOICE          ISEQ  ESEQ â”‚
│────────────────────────────────────────────────────────────────────────────────│
│001  INVOICE NUMBER                  INVOICE NUMBER                  I10   I10  â”‚
│002  INVOICE DATE                    INVOICE DATE                    I20   I20  â”‚
│003  PAGE NUMBER                     PAGE NUMBER                     I30   I30  â”‚
│004  INVOICE STATUS                  INVOICE STATUS                  I40   I40  â”‚
│005  FIRM GST NUMBER                 GST NUMBER                                 â”‚
│006  ASSIGNED LAWYER                 ASSIGNED LAWYER                            â”‚
│007  FILE NUMBER                     FIRM FILE NUMBER                I50   I50  â”‚
│008  MATTER DESCRIPTION              RE                              M10   M10  â”‚
│009  CLAIM NUMBER                    CLAIM NUMBER                    M20   M20  â”‚
│010  FIRM NUMBER                     FIRM NUMBER                                â”‚
│011  VENDOR NUMBER                   FIRM VENDOR NUMBER              M30   M30  â”‚
│012  LAWYER NUMBER                   LAWYER NUMBER                   M40   M40  â”‚
│013  ATTORNEY GENERAL NUMBER         ATTORNEY GENERAL NUMBER         M50   M50  â”‚
│014  CLIENT GST NUMBER               CLIENT GST NUMBER               M60   M60  â”‚
│───────────────────[Arrow Up/Down for Prior/Next Bill Format]───────────────────│
│** M/#=MODIFY, C=COPY, D=DELETE, R=RESET TO DEFAULTS (PgUp/PgDn): ___           â”‚
│   Arrow Left/Right or Shift F1-F6 for other screens  F4=EXIT  F11=Colours      â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

FIELDS - SCREEN 5

 

For each of the fields on this screen the following prompts are available.

 

DESCRIPTION ON INVOICE

 

Enter desired description.

 

[F2] for unused.

 

ISEQ

 

This field defines placement on printed invoices. Enter "I" or "M" following by the relative sort order.

 

"I" for invoice heading.

 

"M" for matter heading.

 

[F2] for unused.

 

[F3] to return to the previous DESCRIPTION field.

 

ESEQ

Displays the previous setting.

 

Arrow Left/Right or Shift F1-F6 for other screens  F4=EXIT  F11=Colours

 

[F4] to exit edit mode.

 

[F11] to display field colours.

 

┌─────────────────────────────────────────────────────┐
│          ***** HEADER FIELD COLOURS *****           â”‚
│─────────────────────────────────────────────────────│
│  CODE TYPE                             COLOUR       â”‚
│─────────────────────────────────────────────────────│
│  OPTIONAL FOR NEW ICBC INVOICES        LIGHT BLUE   â”‚
│  WAS ON OLD ICBC INVOICES              MAGENTA      â”‚
│  REQUIRED FOR NEW ICBC INVOICES        GREEN        â”‚
│─────────────────────────────────────────────────────│
│** PRESS CR TO CONTINUE: _                           â”‚
└─────────────────────────────────────────────────────┘

 


BILL FORMAT MAINTENANCE - INVOICE DETAIL FIELDS

 

Example Bill Format Maintenance Screen 6 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/02/07                       The Ideal Law Firm                               â”‚
│                    BILL FORMAT MAINTENANCE - SCREEN 6 OF 6                     â”‚
│                             INVOICE DETAIL FIELDS                              â”‚
│BILL FORMAT: A  GENERIC DEFAULT SETTING                                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│     FIELD DESCRIPTION               DESCRIPTION ON INVOICE          SEQ        â”‚
│────────────────────────────────────────────────────────────────────────────────│
│001  DATE                            DATE                            01         â”‚
│002  DESCRIPTION                     DESCRIPTION                     02         â”‚
│003  LAWYER CODE                     LYR                             03         â”‚
│004  HOURS                           UNUSED                                     â”‚
│005  RATE                            UNUSED                                     â”‚
│006  AMOUNT                          UNUSED                                     â”‚
│007  GST                             UNUSED                                     â”‚
│008  PST                             UNUSED                                     â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│───────────────────[Arrow Up/Down for Prior/Next Bill Format]───────────────────│
│** M/#=MODIFY, C=COPY, D=DELETE, R=RESET TO DEFAULTS (PgUp/PgDn): ___           â”‚
│   Arrow Left/Right or Shift F1-F6 for other screens  F4=EXIT                   â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS - SCREEN 6

 

For each of the fields on this screenthe following prompts are available.

 

DESCRIPTION ON INVOICE

 

Enter desired description.

 

[F2] for unused.

 

SEQ

 

This field defines placement on printed invoices.

 

 

Enter the relative sort order.