*** Click on a thumbnail screen to get a full size image press the browser back button to return ***
Argus allows multiple ways of adjusting/writing off of bills. Bills can have time, disbursements and finance charges adjusted.
1. Adjust time by timekeeper.
2. Adjust time proportionally for all timekeepers.
3. Adjust a specific disbursement.
4. Adjust disbursements proportionally for the whole bill.
This screen is the starting point:
Client: This is the client id of the client. It is pre-filled.
Client Name: This is the name of the client associated with the id.
Matter: This is the id of the matter. This is pre-filled from the prior screen.
Description: This is the brief description of the matter.
Transactions: This control list shows adjustments already entered for this client/matter.
Enter Button: Add a new adjustment.
Modify Button: Modify an existing adjustment - select from the control list and press this button.
Remove Button: Remove an existing adjustment - select from the control list and press this button.
This screen lists all bills for this client/matter. The control list shows the invoice number, date, time amount, disbursement amount, finance charge and tax for each bill.
To adjust a document simply select it and press the Adjust Button or double click the line.
Client: This is the client id of the client whose matter is having time added to it. It is pre-filled.
Client Name: This is the name of the client associated with the id.
Matter: This is the id of the matter for which time will be added. This is pre-filled from the prior screen.
Description: This is the brief description of the matter.
Doc. Info Group: Contains information pertinent to the bill being adjusted. It shows the bill/invoice number, date of invoice, time billed, disbursement billed, tax billed, finance charge billed and the total amount of the bill.
Credit/Debit Group: This allows the entry to be a credit memo (subtracting from the balance) or debit memo (adding to the balance). Select the appropriate radio button.
Billed by Timekeeper Group: This control list shows the time billed by timekeeper on the bill being adjusted. Each time keeper appears with their Id., hours, amount and amount adjusted. The Adjusted field can be used for a proportional entry. Enter the amount of the adjustment here and it will be proportionally (proportional to the time billed by each timekeeper) applied to each timekeeper.
Adjust Button: Allows the selection of a single timekeeper for adjustment.
Unadjust Button: Undoes the action taken by the Adjust Button.
Adjust All Button: Will automatically adjust down all the timekeeper to the full amount outstanding.
Unadjust All Button: Undoes the action taken by the Adjust All Button.
Billed by Expense Code Group: This control list shows all the codes and amount of any expense/disbursement billed on this bill.
Adjust Button: Allows the selection of a single expense code for adjustment.
Unadjust Button: Undoes the action taken by the Adjust Button.
Adjust All Button: Will automatically adjust down all the expense codes to the full amount outstanding.
Unadjust All Button: Undoes the action taken by the Adjust All Button.
Remarks: Enter the text (narrative) reason for the adjustment. A built in spell checker is available.