Feature: Pre-Bill Enhancements

October 2025    Tags: Statements, Tabs3 Billing

We’ve made big improvements to the Pre-Bill Review process to make it easier to assign, track, and manage pre-bills.

Assign and Track Pre-Bills

The Pre-Bill Tracking window now shows who is assigned to review each pre-bill, with quick links to open both pre-bills and final statements. You can also filter the list to see only the items assigned to a specific user.

• Use the new Assigned To field to route a pre-bill to the right person for review.
• Set default assignments on the Pre-Bills tab in Statement Customization. For example, assign to reporting timekeepers, a specific user, or the user who generated the pre-bill.
• A badge now appears next to the Pre-Bill Tracking action, showing how many pre-bills are waiting for your review.

Easy Review Tools

Assignees can click a date in the Pre-Bill or Final column of the Pre-Bill Tracking window to open a detailed information window. From here, the Take Action pane gives quick access to the most common review and approval tasks.

These enhancements make it easier to route pre-bills to the right people, keep the review process moving, and ensure everything stays accurate and protected along the way.

For additional information about using pre-bills, see Knowledge Base Article R11972, “All About Pre-Bills.”