Unlike some other billing systems, Centerbase creates bill records during the bill generation process. These records may be found under the Billing > Pre-Bills tab and are considered Pre-Bills because they have not gone through the posting process. This section will cover the process for taking a bill from pre-bill to a final bill ready for client distribution.
There are two tabs on the Pre-Bills grid: Approved and Pending Approval. Pre-Bills that are under the Approved tab have gone all the way through Pre-Bill Approval and have been final approved. Pre-Bills under the Pending Approval tab haven't started going or gone all the way through Pre-Bill Approval.
Pre-Bills can have a different print template separate from the final bill template. By default, the Pre-Bill has a note clearly stating Pre-Bill, denoting that the bill is not ready to send to the client.
Is Posted is a Boolean value field on a bill record that when false, denotes an editable Pre-bill. If Is Posted is true, then the bill is a final bill and cannot be edited. It is important to note here that Centerbase supports an additional bill status text field which does not control the posting process. The additional Status field serves as a visual queue and can support many status values, but does not affect whether the bill is Posted. These text statuses can be configured in the Item Manager according to section 2.2.2.
Once attorney revisions are complete, and the user is ready to begin editing pre-bills, he or she will navigate to the Pre-Bills page. There are 5 filters along the top of the Bills page allowing the user to filter the results by Client, Matter, Issue Date, Show Consolidated Bills, and Balance.
Note: The bills grid allows for multi-selection by clicking one bill and dragging, Shift + Clicking a succession of bills, or by CRTL + Clicking multiple bills. Some of the actions described above allow for multi-select, including: Delete, Post Bill, and Create Consolidated Bill.