Find unbilled time and disbursements

Modified on: Tue, 18 Jun, 2024 at 2:27 PM

Learn how to identify unbilled items and create invoices from them.

triConvey Desktop App

1. Open a matter in the triConvey Desktop App.

2. Select Time & Disbursements.

3. From the Time & Fees or Disbursements tab navigate to the Billed? column.

Tip:  Unbilled items will not contain an invoice number in this column.

1. Open a matter in the triConvey Desktop App.

2. Select the Time & Disbursements tab.

3. Select Print from the Matter Action Bar.

4. Select Time Entries, Disbursements or All to generate a printout of all individual entries.

5. A preview will appear on the screen. Refer to the blank entries in the Status column to identify unbilled items.

1. Open a matter in the triConvey Desktop App.

2. Select the Time & Disbursements tab.

3. Select Export from the Matter Action Bar.

4. Choose to export Time Entries or Disbursements.

Save the exported document to your computer and open it in Excel. Refer to the blank entries in the Status column to identify unbilled items.

1. Select Invoices from the left menu.

2. Select Create Invoices.

3. Navigate to the Unbilled column to view unbilled amounts for each matter at a glance.

Tip:  Use the filters on the left panel to narrow your search for unbilled amounts.

4. You can also view the Unbilled column from the Matters list on the left menu.

1. Select Reports from the left menu.

2. Select Unbilled Time and Disbursements - Summary report.

3. Adjust the filters at the top of the report and then select View Report. Learn more about Unbilled Time & Disbursement report filters.

The report will generate all individual unbilled time and disbursements as line items. From here, you can print or save the report to your desktop.

1. Open a matter from the triConvey Companion Site Web App.

2. Navigate to the Time & Fees tab.

3. Refer to the Billed? column to identify if an item is unbilled.

Tip:  Unbilled items will not contain an invoice number in this column.

4. To bill for these items, create a new invoice.