Billing Q&A: Timekeeper Levels on Statements

October 2021    Tags: , ,

We recently started using timekeeper levels. Is there any way to show timekeeper levels on statements?

You can include the levels as part of the recapitulation on the statements you send to your clients. To accomplish this, you must modify the statement template(s) you use for final statements.

To display timekeeper levels on statements

  1. In the Quick Launch, search for and select “Statement Templates.”
  2. Select the desired Template ID.
  3. From the Fee Format tab:
    1. In the Fee Recap section, select Timekeeper or Timekeeper Level.
    2. If you selected Fee Recap of Timekeeper, in the Include section, select Timekeeper Level.
  4. Press Ctrl+S.
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