I have a somewhat same issue, I have 4 bills that I approved that I need to go back and edit. They have not been sent to the client or court yet. I approved them, and my lawyer had some revisions she wanted to make and I did not realize it. How can I undo these bills to get them the way she wants them?

Jborden,

You may want to search for other threads that cover your situation.  Basically, Caren is correct, and you can only undo the most recent bill (and only sometimes).

So, in order to remedy your situation, you will need to:

- create a new replacement client

- make duplicate slips for all of the four bills that need to be modified, and put under the new client name

- possibly make the old client inactive (there are a few ways to do this)

- fix any A/R under both the old client and the new one

It will be a mess, and all of your reporting from here into the future will need to be carefully thought out.  (For example, A/R reports will have to be a combination of the old client and the new one, Timekeeper Productivity reports will show double hours for timekeepers who had slips under the old client name and the new one for the bills that need to be redone, etc.)

Good luck!

Jborden,

You may want to search for other threads that cover your situation.  Basically, Caren is correct, and you can only undo the most recent bill (and only sometimes).

So, in order to remedy your situation, you will need to:

- create a new replacement client

- make duplicate slips for all of the four bills that need to be modified, and put under the new client name

- possibly make the old client inactive (there are a few ways to do this)

- fix any A/R under both the old client and the new one

It will be a mess, and all of your reporting from here into the future will need to be carefully thought out.  (For example, A/R reports will have to be a combination of the old client and the new one, Timekeeper Productivity reports will show double hours for timekeepers who had slips under the old client name and the new one for the bills that need to be redone, etc.)

Good luck!