Bill Roll Up Mode

You can select Roll Up Time Records when creating a bill which will show any time records included in the bill that belong to same item as a total value for that item, without displaying individual time records.

In Roll Up Bill, User or Time Type will not be displayed on a Bill. Hourly rate will only display where all individual time records have same rate applied.

Once Roll Up Time Records is toggled to Yes, it can no longer be switched to No for that bill. If you wish for the existing bill to not show in Roll Up, you will need to delete it and create a new bill.

Adding a Bill in Roll Up mode

1. Under the Financial tab, select Bills then click on +Add.

2.  A pop-up window will appear for you to fill in your bill information and toggle the option for Roll Up Time Records to Yes. There will also be an info below

explaining which item will be displayed and how it will be calculated.

3. Click Save.

For more details on how to include matter time in a bill, please click here

Viewing and Editing the Bill in Roll Up

1.Select the bill you want to edit and click the ellipsis button or do a right click and select Edit Bill Details.

2.  A pop-up window will appear where you can edit the bill details including the bill name, descriptions for items and tax rates for each item.  

Description of an item edited in the bill is only visible on the bill and on the generated bill document. Editing the description for an item within the bill will not change any individual time record descriptions and will not show on the Time tab of a matter.

3. You can also click on the item to preview the document.

4. Once you are done editing, click Save.

Bill Roll up Values

When you create a bill with Roll Up enabled, any time records added to that Bill that belong to same item, will only add to the total values for that item (time, cost). 

1. If the rates are the same, it will show the name of the rate and total the time and then calculate.
2. If the rates are different, it will show as "Multiple" and total the time and then calculate the money values for each entry and then add that total to the bill.
   

       

 

       Same Rates:

       

       Different Rates:

       

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