Printing a List of Matters Deferred from Billing

There are two places from which you can print a list of Matters Deferred from Billing.  The below assumes you are familiar with manipulating grids, listings and columns in Orion.

File Maintenance Matter Manager

1.    Open the File Maintenance Manager and choose TOOLS, Manage Matters.

2.    When the File Maintenance Matter Manager opens, make sure the Bill Status column is displayed.  If you do not see it, right click and choose the Select Grid Fields option.  Locate and drag the Bill Status option to the column headers section of the Matter Manager. Remove any fields you do not want on the report (drag from the column heading and drop into the Customize list) and add any others in which you are interested.

3.    Filter your list for Deferred Matters only (click on the drop down arrow available on the Bill Status column Header and choose Deferred).

4.    Select the Matters showing on the list, click REPORTS and choose one of the reporting options.

Print Prebills/Invoices

1.    Access either the Print Prebills or Print Invoices programs.

2.    Set your range by Client-Matter or Responsible Attorney taking care to specify a range that includes all Matters in which you are interested.

3.    Click the SELECT AND DEFER MATTERS WITHIN THE SELECTION CRITERIA... Button.  If you want to include Closed Matters in your list, choose to show Closed Matters.

4.    Filter your list by clicking on the drop down arrow available on the Selected column and choosing False.  This will filter the list for Deferred Matters only.  Highlight all the Matters, click the REPORT Button and choose to print the selected items.