The Billing Preview provides the following functionality:

• Subtotals at the time, expense, matter and account level.
• A summary view by accounts or by matters by using the collapsible headings to hide details.
• Multiple filters including start/end date, account, matter, timekeeper, type, disposition, status, focus matters, list filters and other filters.
• The hyperlink single-click access to time, expense, timekeeper, matter and account records.
• The printable view to generate multiple output formats such as LEDES file per billing party of matter or Excel spreadsheet or a CSV data file.

There are several ways to identify the information selected for display in the Billing Preview.

1. The date range is used to select records based on their respective date values. The Start Date will default to the first day of the previous month and the End Date will default to the current date.
   
   
2. [optional] Entering an Account value will limit the preview to matters that are assigned to the selected account.
   
   
3. [optional] Entering a Matter value will limit the preview to billings that are assigned to the selected matter.
   
   
4. [optional] Entering a Timekeeper value will limit the preview to billings that are assigned to the selected timekeeper.
   
   
5. Select the type of billings to be shown within the preview window.
   
   
6. Select one or more billing Disposition values (Bill, Do Not Bill, Hold or No Charge). The default values are required by the Accounting Seed integration. Otherwise, you may use your own values here. It is advised to name the disposition options the same throughout your organization.
   
   
7. The view menu option provides the end user with the ability to limit the matters appearing in the Billing Preview.
   • Select Focus Matters to limit the display to matters qualified for the user's focus matters list.
   • The Use List Filter, when enabled, allows the user to select a matter list view filter. This allows users the ability to display only those items related to matters which meet the criteria of the list view's filter.
     
     
8. Select one or more billing Status values (Unprocessed, Billed, Not Billed). The default values are required by the Accounting Seed integration. Otherwise, you may use your own values here. It is advised to name the status options the same throughout your organization.
   
   
9. [optional] Exclude any previously exported billings from the preview window.
   
   
10. Upon adjusting any of these criteria, the Apply button becomes visible to refresh the preview with the current filter criteria. Use the Clear all filters action link on this button bar to reset the filters to the default view parameters.
    
    
11. Use the Create Billing action button to manually add a billing. Your users can add an ad-hoc billing entry for an Administrative Fee or Other Fee using this action button.
    (If your administrators have configured any custom actions for the billing preview, then this button will show an additional drop menu to activate those actions. For more details, follow this link.)
    
    
12. Sections can be easily collapsed (or expanded) in one of two ways:
    • The entire preview can be controlled by using the Collapse All or Expand All icon (shown above).
    • Individual sections may be controlled by clicking the icon in each account or matter heading.
      
      
13. Use this menu to generate and export the current preview window out in one of following ways:
    • Send the report to a Printable View. For more details on supported export formats, follow this link.
    • Post the report to a user's Chatter Feed.
      
      
14. Refresh the current preview with data.
    
    
15. Select multiple billings (with their checkbox) then use the Mass Edit button to edit multiple rows at the same time.
    
    
16. The chart icon displays a selection of charts in the sidebar.
    
    
17. The chatter icon displays the chatter feed for the selected billing record.
    
    
18. The filter icon shows or hides the filter panes for the preview window.

The Billing Preview is essentially a dynamic columnar report interface with section headings at the account, matter and billing type levels.

1. The account heading is the top level and provides the heading for all matters assigned to the account.
   
   
2. The total column for the account row includes the tally for all matters assigned to the account.
   
   
3. There may be multiple matter headings for each account.  All billing records will be grouped by type at the matter level.
   
   
4. The total column for the matter row includes the tally for all billing records assigned to the matter.
   
   
5. Each matter displays a subsection for billing records by type assigned to the matter. Since billing hours are universal across all records, the quantity header displays total hours in the quantity heading.
   
   
6. The total amount of all quantity for each billing type is displayed in the quantity heading.
   
   
7. The total amount of all billings by type is displayed in the billing type group heading.
   
   
8. When a record is marked as Do Not Bill, the Total column will be adjusted to $-0-.

1. View the account record.
2. View the matter record.
3. View the billing record.
4. View the source record (which could be a Time, Expense or Matter Fee Arrangement).
5. View the timekeeper record.
6. The action menu allows full edit and delete capability for the billing record.

The highlighted list of columns are displayed by default in the billing preview. To customize the display and add/remove any columns from the preview window, your administrators can edit the field set provided by AdvoLogix to show or hide any columns within this window.

Follow these steps to control which columns to display within the preview window:

• Go to Salesforce Setup | Object Manager | Billing.
• Select Field Sets from the sidebar.
• Edit the field set named fieldSet_BillingPreview.
• Add or remove fields from the In the Field Set section to show or hide them from the billing preview window. (Only the fields within the In the Field Set section are displayed within preview window.)

Yes!  The billing preview can be launched with a variety of preset filter options. This may be especially useful for calling the preview directly from a matter or an account with the resulting display filtered to the context of the underlying matter or account.