DESCRIPTION

Unbilled Fees: Only Time Entered but NO Invoice created yet!

Dashboard Screen: Matter Financial Overview (e.g. 18 OCT 2024)

STEPS TO FOLLOW

PART A: Run Matter Financial Report 

1. Go to Management Reports tab

2. Click on Matter Financial Report (Under Financial Reports)

3. Matter Financial Report page appears

4. List of Unbilled Fees against the Matter/Client

PART B

1. Go to Matter List tab

2. Click on Matter Number (which has Unbilled Fees)

3. Click on TIME RECORDING tab

4. Select Individual Time Recording from the drop-down option

5. You can Delete or Edit the Unbilled Fees (it’s just a Time Entry)

NOTE: Please check internally before you Delete the Time Entry. Once you Delete, you will not be able to bring back the Entry! However, you can take Screenshot and SAVE if need to re-enter the Deleted Time!

Please contact ATOM Support Team, if above instruction does not resolve the issue:
Phone: 1300 997 207
Email:  atomsupport@dyedurham.com