The Pre-Bill Tracking Options window is accessed by clicking the Options button in the Pre-Bill Tracking window. This window allows you to filter the records displayed in the Pre-Bill Tracking window by including or excluding records that have been reviewed, are on hold, or final billed as well as view records for a specific batch. You can change whether the primary, secondary, or originating timekeeper is used to select the client records as well as limit the records displayed to a specific timekeeper or a range of timekeepers. If multiple timekeepers are included in the Pre-Bill Tracking window, you can specify whether you want each timekeeper to print on a separate page on the Pre-Bill Tracking Report.

The Pre-Bill Tracking Options window includes the following information:

Filter

Include Final/Exclude Final/Both

Include Hold/Exclude Hold/Both

Include Reviewed/Exclude Reviewed/Both

All Batch Numbers/Specific Batch Numbers

Timekeeper

Primary

Secondary

Originating

User

Assigned User

Report Options

Start Each Timekeeper on a New Page
 

The OK button closes the window and displays the information for the settings specified.

The Cancel button closes the window without changing the information displayed in the Pre-Bill Tracking window.

Note: The "Timekeeper" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Timekeeper" is used in all documentation.