Time Entry - Bill Behavior

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 01:13 AM by Allison Cloyd

When creating billable time or fee entries, a "Bill behavior" option is presented. This option determines the behavior of the entry on the eventual bill. These behaviors determine if an entry is charged or visible on the bill. 

This article will walk you through the different Bill Behavior options, where you can set default Bill Behavior, and how to report on it.

Time entry screen with the bill behavior field circled

 

Behaviors

There are three bill behaviors for time entries: 'Bill', 'Hide', and 'No Charge'.

 

Bill

Time entries with a bill behavior of Bill will appear on the bill and the value will be added to the bill's total. 

 

Create bill screen

Create bill screen with time entries with a bill behavior of 'bill' displayed

 

 

On the invoice

Invoice with time entries with a bill behavior of 'bill' displayed

 

Hide

Time entries with a bill behavior of 'Hide' will not display on the bill nor affect the bill's total. 

On the bill screen, it is marked with (Hide/NC) in the bill amount column.

Bill creation screen with time entries with a bill behavior of 'Hide/NC'

 

No Charge

Time entries with a bill behavior of 'No Charge' will appear on the bill, but they will not affect the bill's total.

 

Marked with "(No charge)" on the bill screen

Bill creation screen with time entries with a bill behavior of 'No charge'

 

 

Marked with "No charge" on the invoice

Invoice showing time entries with a 'No charge' behavior

 

Defaults

A default time entry bill behavior can be set for the system and overridden in matters.

The system defaults are set per billing arrangement in Admin > Billing settings. Both, the Hourly bills and Fixed fee bills have this setting.

Billing settings

The matter-specific setting can be found in Matter billing options.

Matter billing options

By default, the setting will be inherited from the system setting for the selected Arrangement. 

For instance: If you set Hourly bills to have a default time entry behavior of 'No Charge', matters with an 'Hourly' arrangement will mark time entries as 'No Charge' by default. 

This setting can be changed on a matter-by-matter basis and overridden on the time entry.

 

Reporting

Bill behavior affects reporting on fee values, as 'Hide' and 'No charge' have no value. 

 

Time and Fee Entries Report

The Time and Fee Entries Report will display entries regardless of bill behavior. Only the value of the 'Bill' entries is displayed.

Time and fee entries report

 

WIP Report

WIP report

The WIP report will only display the hours and the value of entries with the behavior of 'Bill'.

 

Matter Balances Report

Matter balance report

The Matter Balances Report only displays the fee value of entries with the behavior of 'Bill'.

 

Time Records Report

Time records report

Entries of any behavior will display actual and billable hours on the Time Records Report.