Billing Q&A: Pre-Split Values on Statements

February 2020    Tags: , , ,

I have a client that is configured for split billing but they want to see the pre-split values of the transactions on their statement. Is there any way to do this?

When setting up a split bill, each matter has a setting to display the pre-split values on the statement, as well as an optional split-billing summary.

To show pre-split values for a split billing client

  1. From the File menu, point to Open and select Client.
  2. Select the Client ID for which you will enter the transactions.
  3. From the Split Billing tab, in the Split Billing Information section, select the matter you want to show pre-split values for and click Edit.
    1. Select the Show pre-split Values on Statements check box.
    2. Click OK.
  4. Press Ctrl+S.
  5. Repeat steps 2-4 for any other split matters that need to display pre-split values.

The statement will now include the pre-split values.

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