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Setting Billing Options in Amicus
Accounting
The Billing
program in Amicus Accounting provides a variety of options
enabling you to customize the program to suit the requirements
of your firm. For example, you can set the date format and
whether or not you wish to include non-billable time on bills,
and you can choose the date range for time, expense, A/R and
trust transactions to be included on bills. You can save your
settings so that if you change an option, the settings will
be restored to their last saved values the next time you enter
the program.
To
modify billing options:
- Open
the Billing Module
- Select
Create Bills
- Click
the Set Bill Options tab in the window that appears
- Make
your changes.
- Click
Save as Default if you want these settings restored the
next time you enter the billing program.
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| Billing
-> Create Bills -> Set Bill Options |
Billing
Options Include:
Include
on Bill
- Specifies
the type of transactions to include on bills, and the date
range of transactions. The "To" date defaults to the Date
to Appear on Bills entered on either the Bill Single Client
or Bill Multiple Clients tab, but you can modify these dates
if necessary.
Show
non-billable time on bill
- Enables
you to choose whether non-billable time is included. If
selected, non-billable time will be included but won't affect
the bill total.
Group
Expenses by Code
- Specifies
whether expenses are grouped on bills by expense code. Affects
only expenses for which the Group on Bills option has been
selected in Lists, Expense Codes. One line and one
total will be listed for each expense code group. Expenses
for which the Group on Bills option is not selected in Lists,
Expense Codes will be listed individually.
- Expense
codes describe charges posted to client files, such as postage
or photocopies. Instead of typing a description of the charge
each time you post, type the code assigned to the description
and the description will fill in automatically. You can
also select expense codes from a list. Expense codes are
set up in the Expense Codes program. You also use this screen
to edit expense codes and to print a list of expense codes.
Print
Envelopes
- Billing
can print envelopes for client files for which bills were
produced.
Post
Options
- Specifies
whether bills and trust transfers are posted after printing
bills, whether trust transfer checks are posted and printed,
and whether client receipts are printed. These options are
overridden by the Post settings on the Final Bills tab.
Print
Summary Report
- Specifies
whether a Final Bill Summary prints before the bills. This
report is produced only if you print (and thus finalize)
the bills; it is not produced if you preview the bills only.
Create
Bill for Past Due Accounts
- If
enabled, client files without unbilled time or expense entries
but with accounts receivable owing will be included, so
that you can print an accounts receivable statement of account.
Date
Format
- Specifies
the date format for the date at the top of the bill and
on time transactions. Based on the Short and Long Date styles
in your Windows Regional and Language Settings, in your
Control Panel.
Exclude
if less than
- Enables
you to exclude files if fee or expense amounts are less
than the amount specified, and enables you to exclude files
without a time or expense balance. Read Excluding files
when Billing for more information.
If you
are not currently an Amicus Accounting user, try it for yourself
to see how it can benefit your practice. Request
a Free 30-day Trial Now
Amicus
Accounting is currently not available in Canada.
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