Billing Q&A: Listing Transactions in the Recap of Hours

April 2019    Tags: , , , ,

We really like the new graphical recap, but some of our users would also like to see the list of transactions per day. Is there any way to show that view?

You can access the Fee Recap window from the Recap of Hours graph, which lists out all the transactions for a specific day.

In order to view the Fee Recap window, simply click on the graph’s representation of the day you want to view. A list of fees for that day will then be displayed. You can open any of the individual fee entries that have not already been final billed and updated by double-clicking them or selecting the one you want to edit and clicking the View button.

Note: The software will automatically display information for the timekeeper that’s selected in the Recap of Hours settings. However, this can be changed to display another timekeeper as necessary.

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