The Filter section includes several options for displaying specific records. These options determine which records are included in the Pre-Bill Tracking window and on the Pre-Bill Tracking Report. By default, all records are shown in the Pre-Bill Tracking window when the window is first opened. However, limiting the records shown may make it easier to find the information you need. The following are some of the possible reasons why limiting the records shown might be beneficial:

You can easily find all records that are on hold or all records that have had final statements run. Once the desired records are included, you can optionally print a Pre-Bill Tracking Report showing this information or even delete these records if desired.
You can easily limit the records shown to only those that are marked as reviewed. You could then click the Final Statements button to print final statements for all of these clients. For many firms, this simplifies the process of running final statements by eliminating the need to select multiple individual clients when running final statements.

Include Final/Exclude Final/Both

Select whether you want to include only clients that have had final statements run, exclude these clients or include clients regardless of whether a final statement has been run.

Include Hold/Exclude Hold/Both

Select whether you want to include only clients that have been marked as "on hold," exclude these clients or include clients regardless of whether they have been marked as "on hold."

Example: If you want a report of all clients on hold, click the Include Hold option and then click the button on the Pre-Bill Tracking window toolbar.

Include Reviewed/Exclude Reviewed/Both

Select whether you want to include only clients that have been reviewed, exclude these clients or include clients regardless of whether they have been marked as reviewed.

All Batch Numbers/Specific Batch Numbers

Select whether you want to include all batch numbers or only a specific batch number. If you select the Specific Batch Number option, you will be able to specify the batch number to include.

Note: You can use the Timekeeper section of the Report Options window to filter the records in the Pre-Bill Tracking window to show a client's primary, secondary, or originating timekeeper or a range of timekeepers.