‹ Main MenuIdeal Online DocumentationTime BillingTB1-00 T/B Procedures 14250 System Overview 14251 Setting up the System 14252 Day to Day Processing 14253 Period End Processing 14254 Special Processing TB2-00 T/B Processing 14166 Pro-Rated Adjustments 14167 Time & Disbursement Adjustments 14168 Automatic Bill Processing 14169 Auto Bill Trust Transfer Entry 14170 Change Client 14171 Change Matter 14172 Deletions/Writeoffs 14173 Disbursements Entry 14174 Import Copitrak 14175 Assign Next Invoice Number 14176 Manual Bill Processing 14177 Retainer-Bill Allocations 14178 Month End Purge 14179 Preliminary Billing Detail Selection 14180 Preliminary Billing Matter Selection 14181 Printing and Updating 14182 Time Entry 14183 Transfers TB3-00 T/B Inquiries 14268 Time & Disbursements Inquiry TB4-00 T/B Maintenance 14274 Bill Formats 14275 Paragraphs Maintenance 14276 Client/Matter Maintenance 14277 Definition Maintenance 14278 Law Type 14279 Lawyer/Timekeeper Maintenance 14280 Limitation Dates 14281 Referral Code Maintenance 14282 Shorthand Code Maintenance 14283 Special Hourly Rates 14284 Tax Code Maintenance 14285 Work Code Maintenance TB5-00 T/B Listings, Reports & forms 14312 Aged Time/Disbursements Report 14313 Billed/Purged Details 14314 Billing Analysis 14315 Billing Budget 14316 Billing Summary 14317 Change Audit Report 14318 Client Listing 14319 Closed Files Listing 14320 Detailed Lawyer Analysis 14321 Fee & Disbursement Breakdown 14322 Hours Worked Calendar 14323 Hours Worked Summary 14324 Label Printing 14325 Law Type Listing 14326 Lawyer Analysis 14327 Lawyer A/R Analysis 14328 Lawyer Report 14329 Lawyer Time Analysis 14330 Lawyer/Timekeeper Listing 14331 Limitation Dates Report 14332 Matter Listing 14333 Monthly Billings 14334 Preliminary Billing Detail Report 14335 Preliminary Billing Summary Report 14336 Referral Analysis 14337 Shorthand Code Listing 14338 Special Hourly Rates Listing 14339 Staff Hourly Statistical Productivity Report 14340 Staff Hourly Utilization Productivity Report 14341 System Balancing Test 14342 Unbilled Annual Summary 14343 Work Code Listing 14344 Working Lawyer Summary |