Editing, Adding and Deleting Fees

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This help topic explains how to use the basic eBilling Editor to edit fees data (individually and globally), add a new fee to an invoice and delete a fee.

Fees Data

Editable data in the Fees workspace includes:

Date:	The date on which the activity that generated the fee took place
Hours:	The amount of time related to the fee activity
Rate:	The amount charged per hour by the person who performed the fee activity
Activity:	A code that identifies a fee activity/service category
Task:	A code that identifies a task category
Tkpr:	Identifies the person who performed the activity that generated the fee
Description:	Describes the activity that generated the fee

Data in the Activity, Task and Description fields can be edited individually for a fee by overwriting the existing values, or globally for all fees using the Replace feature. Both methods are explained in the following sections.

To edit data in the Fee workspace, follow these steps:

1. Click (or tab to) the data field you want to edit. (Double-clicking highlights all field text for editing.)

2. Edit the data by overwriting the existing text. As you begin to type, a pencil icon appears at the beginning of the current row to indicate the field is being edited. For date fields, you can also use the field box arrows to select a date. For the Tkpr (Timekeeper) field, use the list box to select a different timekeeper Id.

3. Continue updating additional invoice data, (invoice information, expenses, adjustments, timekeepers) if desired. If you are finished making changes, click Save to display the following message:

4. Click OK to close the message box.

To globally edit data in the Activity field, follow these steps:

1. Click the Replace list box arrow in the Fee tool bar. (Alternately, right-click with the cursor on a row of fee data and select the Replace option.)

2. Select the Replace Activity Codes option.

This action displays the Replace Fee Activity Codes screen populated with the activity codes for all fees on this invoice.

3. Click the activity code you want to replace in the Replace With column and type the new activity code. As you begin to type, a pencil icon appears at the beginning of the current row to indicate the field is being edited. Replace additional activity codes if desired.

4. Click the Replace button. This action refreshes the eBilling Editor with the activity code replacements.

To globally edit data in the Task field, follow these steps:

1. Click the Replace list box arrow in the Fee tool bar. (Alternately, right-click with the cursor on a row of fee data and select the Replace option.)

2. Select the Replace Task Codes option.

This action displays the Replace Fee Task Codes screen populated with the task codes for all fees on this invoice.

3. Click the task code you want to replace in the Replace With column and type the new task code. As you begin to type, a pencil icon appears at the beginning of the current row to indicate the field is being edited. Replace additional task codes if desired.

4. Click the Replace button. This action refreshes the eBilling Editor with the task code replacements.

To globally edit data in the Description field, follow these steps:

1. Click the Replace list box arrow in the Fee tool bar. (Alternately, right-click with the cursor on a row of fee data and select the Replace option.)

2. Select the Replace Description option.

This action displays the Replace Fee Descriptions screen:

3. Enter one or more words that you want to replace in the Find field. Enter the replacement text in the Replace With field. Note that this action will replace every occurrence of the text with the replacement text throughout the fee descriptions.

4. Click the Replace button. This action refreshes the eBilling Editor with the description text replacements.

To add a new fee to the invoice, follow these steps:

1. Click the Add New Fee button in the tool bar. (Alternately, right-click with the cursor on a row of fee data and select the Add New option.)

This action creates a new fee row with a non-editable Id number. (The first new fee is assigned Id number 99999991. Subsequent new fees are assigned 99999992, 99999993, and so forth.)

2. Click (or tab to) each editable field and enter the new fee data. For date fields, you can also use the field box arrows to select a date. For the Tkpr (Timekeeper) field, use the list box to select a timekeeper Id. Note that once you enter a value for the Hours and Rate fields, the eBilling Editor automatically calculates and displays the Amount value.

3. Click Save when you are finished adding data for the new fee. This action displays the following message:

4. Click OK to close the message box.

To delete a fee from the invoice, follow these steps:

1. Click on the number in the far left column for the fee you want to delete. (To select multiple fees, hold down the Shift key on your keyboard and then click the number of each fee you want to delete.)

2. Click the Delete Fee button in the tool bar. (Alternately, right-click with the cursor on a row of fee data and select the Delete option.)

This action displays a confirmation message similar to the following:

3. Click Yes to confirm the deletion. This action refreshes the eBilling Editor with the selected fees removed from the list.