Setting Default Display Columns on Prebills/Invoices

Setting Default Display Columns on Prebills/Invoices


By default on Prebills and Invoices, the following information is printed for each Time slip:

Date

Initials (of Biller)

Hours

Rate

Fee (total amount for the entry)


Similarly, the following information is printed for each Disbursement slip:

Date

Quantity

Each (cost for each)

Cost (total amount for the entry)


Screen_shot_2013-01-11_at_2.08.59_PM.png


If by default you do not want to display one or more columns above, you can change the default settings. For example, suppose you do not want to display by default the Rate for all time activities. Make the setting changes as follows:


Once you click on the Print icon to print the Prebill (or Post to post the invoice), make sure that the Statement of Fees & Disbursements option is selected and click the Options button:

Screen_shot_2013-01-11_at_2.12.44_PM.png

Uncheck the Rate option (or whatever you do not want to display) and click the Default button:

Screen_shot_2013-01-11_at_2.15.13_PM.png

Once this is done, by default on all future Prebills/Invoices, the Rate will not be displayed:

Screen_shot_2013-01-11_at_2.16.36_PM.png




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