Setting up user preferences for billing

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.

Characters left:

Use the Billing tab of the User Preferences dialog to select how to bill your clients or engagements, how to display WIP during billing, and to specify rounding methods for billing at standard. You can also choose certain defaults for Detail Billing.

From the Setup menu, choose User Preferences, and then click the Billing tab.

Note: Your firm’s administrator can specify default user preferences when setting up new staff in the application (Setup > Firm > Preferences tab). Staff members with security privileges can later change these preferences if they want. To restore the firm’s defaults at any time, click the Reset to new Staff defaults for Firm link.


Top of page


Top of page

Detail Billing

Use the Start-up tab field to choose which tab you would like to be active whenever you open Detail Billing, either Summary or Time & Expenses.

Mark the Automatically check spelling checkbox to the application check spelling of input during billing.

Top of page

Bill at standard rounding

Top of page

Time & Expense Descriptions

Mark the checkbox for each of the following descriptions if you want to display them in the Time & Expense tab of Detail Billing.

Click OK to save your preferences and exit the User Preferences dialog.

Related topics

Best practices for setting user preferences

Top of page

Share This