How to use the "Modify Slips" button

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How to use the "Modify Slips" button


The Modify Slips button has numerous functions that simplify the modification of batched slips. Whether users are modifying time slips, disbursements or even slip summaries - Brief Accounting makes it possible to seamlessly change multiple slips with one click of the mouse.


Modifying slips

Choose the Billing module > Summary tab
Pull up the matter in question



Click the Modify Slips button


Check the Bill checkbox
You can now change the status of the slip from Non-Billable to Billable > Click OK

 

Filtering through and modifying batched slips

Choose the Billing module > Summary tab
Pull up the matter in question

By clicking on "ID", users can filter through the slips by attorney initials

Users can also choose criteria from the drop-down menu for filtering their selection - in this example we used "Find By... ID"


All slips with this ID are now displayed in the list. Now users can modify a batch of slips containing the same ID.


Click the Modify Slips button


Check the Billing Rate checkbox
You can now change the billing rate for all the slips under that specific ID > Click OK

 

Differentiating between modifying time, disbursement or summary slips

Modifying Time Slips:

 

There are many aspects of the time slip that users are enabled to modify within Brief Accounting.

Users can alter the status of the time slip from billable to non-billable to billed. They can also hold or clear the slip.
Below is a dialog box that displays each selection that can be modified within a time slip.


 

Modifying Disbursement or Summary Slips:

 

Modifying disbursement or summary slips is quite similar to time slips except that users cannot change the "Default Billing Rate".

Below is another dialog box that appears when a user modifies a disbursement or summary slip:

 

 

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