The Select Costs for Pre-Bill window shows all unbilled cost transactions for the current client that can be included on the pre-bill.

The following columns are included in the Select Costs for Pre-Bill window:

Ref This column shows the reference number assigned to the transaction.
BC This column shows the Bill Code of the transaction.
H/P This column shows the Status of the transaction.
Date This column shows the Date of the transaction.
Amount This column shows the Amount of the transaction.
Description This column shows the Description of the transaction.

The Edit button will close the Select Costs for Pre-Bill window and display the currently selected record in the Cost Entry window.

Note: When drilling down to a transaction, attempting to add a new transaction or open a different transaction will display the following message:

Unable to add or change additional transactions when modifying the contents of a pre-bill.

Click OK to close the message, make any necessary changes to the current transaction, then save.


After saving the change and closing the data entry window, you will be returned to the Pre-Bill Information window. The pre-bill will be updated to reflect the change you just made.

Multiple Selection Lookup Window

The left-most column will show a if the transaction is included on the pre-bill, or will be clear if the transaction is not included. Clicking on this column or double-clicking on the row will select or clear the check mark. You can also right-click in the list to access options to Select All and Clear All records.

See also:   Using Lookup Windows