{"id":567,"date":"2019-07-25T12:00:01","date_gmt":"2019-07-25T11:00:01","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=567"},"modified":"2024-07-02T15:49:44","modified_gmt":"2024-07-02T14:49:44","slug":"run-a-detailed-or-summarised-billing-guide","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/","title":{"rendered":"Running a Billing Guide"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">If you would like to run either a detailed billing guide, or a summary of the billing guide, follow the instructions here to assist you in producing the relevant reports<\/h2>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Producing a billing guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The billing guide should be produced before posting a bill, as it will provide you with details of all unbilled time and unbilled disbursements for the client and matter selected.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To run a billing guide, go to Time Recording &gt; Time Billing &gt; Billing Guide.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"548\" height=\"474\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-652.png\" alt=\"\" class=\"wp-image-67727\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-652.png 548w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-652-300x259.png 300w\" sizes=\"auto, (max-width: 548px) 100vw, 548px\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The client search is available to change between clients and matters easily.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There is also a summary visible, showing all time posted, marked up balance, along with filters to filter down on Fee Earner, Remuneration Type, and Posting Dates.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"598\" height=\"247\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-653.png\" alt=\"\" class=\"wp-image-67729\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-653.png 598w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-653-300x124.png 300w\" sizes=\"auto, (max-width: 598px) 100vw, 598px\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The billing guide can also offer some further customisations<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Grouping<\/strong>: Allow you to group time postings by Fee Earner<\/li>\n\n\n\n<li><strong>Report:<\/strong> Select to show Posted Values, Marked up Values, or Both. <\/li>\n\n\n\n<li><strong>Report Type:<\/strong> Summarised (Shows total time per activity), detailed (shows all individual postings), or both.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Click Print.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A Preview window will open, with your selected report type(s), and an overview of Unbilled Disbursements.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Navigating the Billing Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The billing guide consists of up to 3 reports.<br>To navigate between reports, use the chevrons at the top of the viewer.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"209\" height=\"83\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-654.png\" alt=\"\" class=\"wp-image-67730\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your billing guide may consist of multiple pages. You can scroll through further pages using the arrow icons at the top of the window.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"278\" height=\"27\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-655.png\" alt=\"\" class=\"wp-image-67731\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may export any of these reports to Excel or PDF if required.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"116\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-656.png\" alt=\"\" class=\"wp-image-67732\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you have finished with the report, click on the \u2018X\u2019 to close the window.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Using Osprey Approach, you will be able to record Counsel&#8217;s fees on any legal aid matter on the system. This guide will assist you in achieving this.<\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","categories":[54,198],"tags":[],"class_list":["post-567","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-reports","category-using-time-recording-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Running a Billing Guide | Time Recording | Osprey Academy - Customer support and training centre<\/title>\n<meta name=\"description\" content=\"An Osprey how-to guide for producing a billing guide.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Running a Billing Guide | Time Recording | Osprey Academy - Customer support and training centre\" \/>\n<meta property=\"og:description\" content=\"An Osprey how-to guide for producing a billing guide.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-02T14:49:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-652.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/\",\"name\":\"Running a Billing Guide | Time Recording | Osprey Academy - Customer support and training centre\",\"isPartOf\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-652.png\",\"datePublished\":\"2019-07-25T11:00:01+00:00\",\"dateModified\":\"2024-07-02T14:49:44+00:00\",\"description\":\"An Osprey how-to guide for producing a billing guide.\",\"breadcrumb\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#primaryimage\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-652.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-652.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/support.ospreyapproach.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Guides\",\"item\":\"https:\/\/support.ospreyapproach.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Running a Billing Guide\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"name\":\"Osprey Approach Customer Support &amp; Training | Osprey Academy\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\",\"name\":\"Osprey Approach Customer Support &amp; Training | Osprey Academy\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"width\":201,\"height\":61,\"caption\":\"Osprey Approach Customer Support &amp; Training | Osprey Academy\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/OspreyApproachUK\/\",\"https:\/\/x.com\/OspreyApproach\",\"https:\/\/www.linkedin.com\/company\/ospreyapproach\",\"https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Running a Billing Guide | Time Recording | Osprey Academy - Customer support and training centre","description":"An Osprey how-to guide for producing a billing guide.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/","og_locale":"en_GB","og_type":"article","og_title":"Running a Billing Guide | Time Recording | Osprey Academy - Customer support and training centre","og_description":"An Osprey how-to guide for producing a billing guide.","og_url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/","og_site_name":"Osprey Approach Customer Support &amp; Training | Osprey Academy","article_publisher":"https:\/\/www.facebook.com\/OspreyApproachUK\/","article_modified_time":"2024-07-02T14:49:44+00:00","og_image":[{"url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-652.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_site":"@OspreyApproach","twitter_misc":{"Estimated reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/","name":"Running a Billing Guide | Time Recording | Osprey Academy - Customer support and training centre","isPartOf":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#primaryimage"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#primaryimage"},"thumbnailUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-652.png","datePublished":"2019-07-25T11:00:01+00:00","dateModified":"2024-07-02T14:49:44+00:00","description":"An Osprey how-to guide for producing a billing guide.","breadcrumb":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#primaryimage","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-652.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-652.png"},{"@type":"BreadcrumbList","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/run-a-detailed-or-summarised-billing-guide\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/support.ospreyapproach.com\/"},{"@type":"ListItem","position":2,"name":"Guides","item":"https:\/\/support.ospreyapproach.com\/guides\/"},{"@type":"ListItem","position":3,"name":"Running a Billing Guide"}]},{"@type":"WebSite","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","name":"Osprey Approach Customer Support &amp; Training | Osprey Academy","description":"","publisher":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization","name":"Osprey Approach Customer Support &amp; Training | Osprey Academy","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","width":201,"height":61,"caption":"Osprey Approach Customer Support &amp; Training | Osprey Academy"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/OspreyApproachUK\/","https:\/\/x.com\/OspreyApproach","https:\/\/www.linkedin.com\/company\/ospreyapproach","https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA"]}]}},"_links":{"self":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/567","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide"}],"about":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/types\/pracctice_guide"}],"author":[{"embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/users\/19"}],"version-history":[{"count":3,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/567\/revisions"}],"predecessor-version":[{"id":68468,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/567\/revisions\/68468"}],"wp:attachment":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/media?parent=567"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/categories?post=567"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/tags?post=567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}