Default "From" dates in Bill Prep when I go to Generate an Invoice

Typically these are set to blank so as to pick up all WIP forward on a file; however, if you want to set the date you may do it:

Go to Billing Manager.

Click on Generate Invoices.

Fill in the Fees From date and Expenses From date and also the appropriate end dates.

Click on Close (Do not print your invoices).

These dates will stay as your defaults unless you change them.

Note that you may also set these defaults on using the Generate Prebills button on the Prebill Manager screen in the same manner.

Use caution when changing these defaults as some firms do often have contingency cases that may have WIP very far back that does need to be included.

To cross check what WIP is out in the system you may run a WIP aging report if needed.