In Amicus Small Firm Accounting, a time or expense transaction might have a status of posted, pre-billed (also called marked), billed or written off. This only applies to time and expense entries, not to trust or Accounts Receivable transactions.
To check the status of a transaction, go to the Account Inquiry screen and click on either the time or expense details tab. Find the transaction, and scroll to the right until you get to the Stat column. It is important to know how to check this because there are some operations you cannot do depending on the status of a transaction. For example, you cannot write off or transfer a transaction that is pre-billed or billed.
|
Status field in the Inquiry screen shows |
Status |
What this status means |
|
A blank |
Posted |
The transaction has been posted. It has not been pre-billed, billed or written off. |
|
A "p" |
Pre-billed |
The transaction has been pre-billed (also called marked) for billing. |
|
An asterisk followed by a number, e.g. *4 |
Billed |
The transaction has been billed in the billing program. The number beside the asterisk is the bill number of the bill. Billed transactions cannot be written off or transferred to another client file. If you want to write off the transaction or transfer it, you must first reverse the bill, and then unmark the transaction. |
|
A "p" followed by a number, e.g. p7 |
Bill has been reversed |
The transaction was billed, and then the bill was reversed. The "p" means the transaction is currently pre-billed (you will not be able to write it off without unmarking it) and the number indicates the bill number of the bill that was reversed. Handle these transactions the same as regular pre-billed transactions. |
|
A "W" |
Written off |
The transaction has been written off using the Time or Expense Write-off program. If you decide to transfer the transaction to another file or to bill the transaction instead of writing it off, you must reverse the write-off first. |
