Hi, We have a custom bill layout that has an area for the staff summary which is presented in a table format that contains the following info: Staff Initials, Staff Name, Hours and Rate. If we mark all of the time for a staff as Do Not Bill, their initials, name and rate appear with an hours of 0.00. Is there a way to prevent staff from appearing in the staff summary when all of their time is marked as Do Not Bill?
Kathy Burger PREMIER LEVEL CIC - PCLaw, Time and Billing Matters Plus Certified Kathy Burger Consulting, LLC 200 Windward Ave. Beachwood, NJ 08722 732-279-6301 Kathy@KathyBurgerConsulting.com
We don't use the "Do Not Bill" often but sometimes we might choose not to bill a client for some of the time. Its not necessarily administrative time and we don't want to archive it or enter this time to a different matter since this would affect the reports that we run internally to see hours on a matter by staff, etc. The archiving or putting the time into a new matter is introducing additional steps that we would rather not have to take. We want to keep the time in the matter but need a way to mark the billing items for a staff member as not to be billed (not included on the bill) and so the staff name does not appear in the staff summary. Why is the staff person's name appearing in the summary if we have marked all of their time entries as Do Not Bill? It seems like then their name should not appear.