This section allows you to specify the user that will be assigned to review pre-bills by default.

The assigned user will be shown in the Pre-Bill Tracking and Pre-Bill Information windows. The Pre-Bill Tracking action in the Home Page or Quick Launch pane displays a badge count of pre-bills assigned to the currently logged in user that are not marked as "reviewed," not marked as "on hold," and do not have a final statement. The assigned user can be changed in the Pre-Bill Information window.

The following options are available:

Who should new Pre-Bills be assigned to by default?

  The <Type> Timekeeper assigned to the matter Select this option to assign new pre-bills to a user associated with the reporting timekeeper of the client for the pre-bill. The Type selector allows you to choose whether the Primary, Secondary, or Originating timekeeper will be assigned.
  A specific user

Select this option to assign new pre-bills to a specific user. The User field is used to select a specific user.

The button can be used to open the User Lookup window. This allows you to view a list of users and select a user by double-clicking it. Once a user is selected, the User ID will be displayed in the User field and the associated contact name for that user will be displayed to the right of the User field.
  The user who generated the Pre-Bill Select this option to assign new pre-bills to the user who ran Generate Statements when the pre-bill was generated.
  Leave unassigned Select this option to leave new pre-bills unassigned. A user can be assigned in the Pre-Bill Tracking or Pre-Bill Information window, if necessary.

 

See also:   Pre-Bill Tracking Overview
  Pre-Bill Tracking Window
  Pre-Bill Information Window