This article explains how to view and print a Billing Guide through Unity® PMS Accounts platform.

Refer to the Unity® PMS Accounts training video on View and Print a Billing Guide:

To View a Client Ledger

1. To start, let’s head to Ledgers
2. Select Code on the Search In drop-down menu
3. Type in the Client Number on the For field
4. Click Find
5. For client with Closed Matter, tick the Archived Matters checkbox before clicking the Find button
6. Now on the bottom-right corner of the page, click Display Ledger
7. Then, select Billing Guide

Billing Guide - Report

On this window, you will have the option to set up how you’d like to view a billing guide.

1. Using the Date fields under the Options tab, you can include and set the Disbursements within a certain date range (Disbursements Drawn section), as well as include and setup the Time Charged
2. You also have the option to tick the Show WIP Transactions Only checkbox, to only show the WIP or Work In Progress Transactions
3. You will also have the option to:
   • Adjust the Print Scale
   • Set Disbursement Drawn and Time Charged
   • Update the Report options
   • Search for another client’s bill to view and setup
   • Send a Copy of the Billing Guide using the Send To... button
   • Show Print Dialog
   • Print Preview
   • Update or adjust Print Setup
   • Print

Billing Guide Preview

1. Once you’ve updated or setup the Billing Guide - Report, you can assess the report’s preview by clicking the Preview button
2. At the top of the page you can view the:
   • Client Details
   • Client Accounts Information
   • Profit Costs
   • WIP or Work In Progress
   • Time Billed and Written off
   • Hours and Minutes

Attending to File/Client

On the main table, the breakdown of the time recording will be displayed. These are split up into Attending to File and Client. 

The report’s main table is arranged by:

• Client Date
• Fee Earner
• Attendance
• Narrative
• Time Units
• Flat Rate
• Time (min)
• Hourly Rate
• Time in £

Fee Earner Time Summary

At the bottom of the report, you’ll be able to see the Fee Earner Time Summary or the breakdown of fee earners that have worked on the client and their matters.

Fee Earner Time Summary are arranged into:

• Fee Earner
• Time Units
• Time (hr/min)
• Time £
• % Time
• & WIP

To Print the Billing Guide

1. Simply click the Print icon at the top-right corner of the page
2. Enter and update the print setup
3. Click OK