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Two Matters for a Client on One Invoice

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Hassan Maje Posted: Sun, Mar 14 2010 7:14 PM

I am trying to accomodate one of unique billing requirements for a firm of two matters for a client on one invoice. Each matter has unbilled time but fees for each matter is unique. Then for each matter unique ANT disbs have to be created.

I experimented with the above scenario by selecting "New Invoice for each Client" on Matters tab of Billing and opting for "Prompt for changes to Billed Amounts".

The bill produced shows all Fee changes affected to the second matter only. The ANT disbs only appear for the second matter and they are duplicated on the invoice and on the second matter's client ledger (i.e. two Negative Unbilled Disbs entries appear).

Has anyone been able to successfully accomodate the above billing scenario of two matters on one invoice with changes to Fee & Disbs amounts?  

Hassan Maje Anjarwalla & Khanna PCLawPro Ver 9.10d, Accounting Method: Accruals
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What version are you running? Have you updated recently?

Matt

Matt Stone, LLB
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The version is 9.10d

Hassan Maje Anjarwalla & Khanna PCLawPro Ver 9.10d, Accounting Method: Accruals
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Obviously this should work. I know there was an issue with a release number. I would try to use a different bill template and run it again. I would also try a pre-bill and pick the format that you want to see. That is where I would start.

Matt

Matt Stone, LLB
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Yes that works on latest release of V 10 - a window pops up asking for how the Fee changes is to be allocated between the matters. However ANTICIPATED Disbs only show up and get posted to the second matter - there is no option to define how the ANT Disbs is to be allocated amongst the matters being billed on one invoice.

Thanks

Hassan

Hassan Maje Anjarwalla & Khanna PCLawPro Ver 9.10d, Accounting Method: Accruals
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