This article explains how to generate the Billing Guide Report in Unity® Practice Management.

Generating Billing Report

1. Click on the Money icon, and select Billing Guide

   

2. Enter the Report Title and Report Date
3. Enter the Uplift (%)
4. Tick the Display WIP Only checkbox
5. Select the Date Range

6. Tick the Include Financial Header Details checkbox

   

7. Scroll down and tick the checkbox to include Sub Reports

   

8. Tick on the Include Notes checkbox if you would like to include:
   • Client Notes
   • Matter Notes

   • Attendance Notes for Time Recording

     

9. Select the Primary Order By and Secondary Order By (Time Recording Ledger) and (J-Code) dates

   

10. Select the Preview option

11. Once done, click Report

    

Related Article

Viewing the Time Ledger