Find unbilled time and disbursements

Table of Contents

• Find unbilled entries for specific matter
• Find unbilled entries across all matters
• Check the Activity View
• Next Steps

Find unbilled entries for specific matter

To find unbilled time and disbursements for one matter:

1.    Open a matter in the triConvey Desktop App.

2.    Select the Time & Disbursements > Time & Fees or Disbursements tab to access the list of entries.

3.    Check the Billed column on right-most side of the list.  If this is blank, it means the entry has not been applied to an invoice yet.

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

4.    (Optional) You can print the list of unbilled time and disbursement entries by selecting the Print or Export button above the list.

Find unbilled entries across all matters

There are a few ways to find unbilled entries across all matters, all done in the triConvey Companion Site Web App.

• Navigate to Invoices > Create Invoices and check the Unbilled column. Use the filters in the left panel to narrow the list.

• Navigate to Matters and check the Unbilled column.

• Navigate to Reports and run one or more of the following reports: 

• Unbilled Time & Disbursements – Summary - Best for finding totals by staff member, client, matter, matter type, or practice area. 
  
  
• Unbilled Time & Disbursements – Details - Best for entry-by-entry review before billing. It also shows whether an entry is on a draft invoice, billable, or written off. 
  
  
• Aged Unbilled Disbursements - Best for tracking unbilled disbursements as at a specified date. 
  
  
• Time and Disbursement Entries - Best for comparing billed and unbilled hours and amounts by timekeeper or across all timekeepers. 
  
  
• Unbilled and Unpaid Overview - Best for tracking unbilled for each matter against credits and trust balances.

Check the Activity View

If you suspect time was never recorded, find activities that haven’t become time entries yet. 

You can check the Activity View to convert activity entries into time/fee entries: 

1.    Select Activity from the left menu of the main triConvey Desktop App window. 

2.    Check Show where Time Entry is not set, a setting located on the left panel. 

3.    The Time entry? column will display a green Add button next to activity entries that have yet to be converted to time entries. Click on Add to convert them.

Next Steps

After identifying unbilled time and disbursements, there are a few actions you can take to clear them from the list: 

• Create an invoice to bill your unbilled items. 
  
  
• Write off unbilled time entries (WIP) you don’t plan to bill. 
  
  
• Enter, modify, or delete a time or fixed fee entry.
  
  
• Enter, modify, or delete a disbursement entry.