Review receipts and adjustments

Review receipts and adjustments by choosing Time & Billing > Receipts & Adjustments, and then clicking the Review tab.

On the review screen, you can:

  • View receipts and adjustments for a specified period: today, week, two weeks, month, control date, or a custom date range; or all entries
  • Delete selected receipts and adjustments
  • Export selected receipts and adjustments to Microsoft Excel
  • Choose the number of entries to appear per page
  • Drag column headings to the grouping area to group data (for example, drag the Client column heading to group data by client)

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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