BillSum Table Rebuild

The BillSum table is a snapshot of all billing information per Timekeeper and Matter. It is effectively a non-live amalgamation of the Timecard, Costcard and Chargecard tables. It is updated periodically but can become out of date and inaccurate due to various errors in the system.

To rebuild the BillSum table take the following steps, courtesy of Weronika Kozlowska, Application Support Consultant at Elite Thomson Reuters UK:

1. Go to Notification task Manager > select the BillsumMsgQueue task > tick the 'Disable' option and release

2. Go to the Build Billsum Tables process > tick all 4 month / period options > Background > Release

3. After a while, go to Notification Task and Log viewer and click the 'View Background Tasks' button you will see your process initally with a 'Running' status > periodically check whether the status changes to 'Complete' (It might take a few hours)

4. Once the task is complete, go back to Notification task Manager > select the BillsumMsgQueue task un-tick the 'Disable' option and release.

If you have a period of the day/week when no billing information (time, costs, charges) is ever captured, late at night or early morning for example, the Build Billsum Tables can be scheduled to run automatically via the Notification Task Manager process. The BillsumMsgQueue task need not be disabled first if you are confident no billing information will be captured during the run time. Note that the Build Billsum Tables task can take several hours to run.

Adding New Bank Accounts

If a new Bank Account is needed, other dependencies may need to be created first. The order in which to add these dependencies is as follows:

• Bank Group
• Unit (if a new unit is requried)
• GL Unit (if a new unit is requried)
• GL Natural
• GL Account
• Bank Account (Either Bank Account Client Account or Bank Account AP (Office))