Bill many matters at once

Start a batch

1. Open Billing, Batches and choose New batch.
2. Under The batch, give Work to, the last day of work to bill, and if you want Work from, the earliest. Left empty, everything unbilled is taken.
3. The matters that would bill are listed: open matters you may bill, with a billing client, no pre-bill already open, and unbilled time or disbursements or a fee their arrangement adds. Each shows what it has unbilled and the fees due.
4. Narrow the list by client, responsible partner, practice area, arrangement, fees due, currency, or unbilled work over an amount, and search by matter or client.
5. Tick the matters to bill. Your choice is kept as you change the filters and turn the pages, so you can build a batch from several searches. A batch holds at most 200 matters.
6. Add a Note if it helps, then choose Start, which reads with the number of pre-bills it will make.

The totals under the list add up every matching matter, by currency. Where more open matters match than one read judges, the list says so: narrow the filters to see them all.

Follow the batch

The batch opens as soon as you start it and follows the work while it runs. Each matter's pre-bill is made by the same rules a single pre-bill is. A matter is skipped, with the reason, where it has nothing to bill, already has an open pre-bill or is outside your reach; one that failed is logged for the firm's support. You are notified when the batch finishes.

The matters list shows, for each matter, what came of it, where its pre-bill stands, what it comes to, and how the latest step fared. Open a pre-bill from the list to work on its lines as usual.

Submit, approve and post together

From the batch:

• Submit drafts sends every draft pre-bill in the batch for approval.
• Approve submitted approves every pre-bill waiting for approval.
• Post approved posts every approved pre-bill as a numbered bill. A posted bill changes only by a credit note, so you are asked to confirm.

Each pre-bill moves by its own rules and your own permission: one you may not move, or that its rules refuse, such as a bill over the approval threshold for a partner who is not responsible for it, stays where it was with the reason beside it. One step runs at a time.

A batch is never deleted. Delete its pre-bills one by one if they are not wanted.