How to get list of clients that were billed and list of clients that were not billed for Month

Go to Billing Manager.

Click on Invoice Filter.

Choose Posted and Unposted, and enter the date range for the month.

Click OK.

Click on Reports.

Select Summary, then All.

Click on Print.

This will give you a listing of Client-Matter invoices that have been billed.

Alternatively, you can go to the Reporting System and run the Invoice Listing Report from the Client-Matter folder.

In order to research Client-Matters that may have had some WIP activity but have not been billed, you may run the WIP Aging report and look at the last bill date column to determine the last bill date.

You can also see the last bill date on your Prebill Manager screen.  If you right-click and choose Select Grid Fields, you can add it if needed. (If you generate prebills, you could also look and see the date of the last invoice.  The option here would work if you have prebills that show WIP and/or AR in your window).