Fiscal Year - Billing Restriction Date

Fiscal Year - Billing Restriction Date

Set the date for which users will be warned if they attempt to create, edit, or delete a Billing transaction dated earlier. This affects Time Entries, Expense Entries, Trust Checks and Receipts, Trust to AR Transfers, Trust File to File Transfers, Receipts, General Retainer Refunds, Bills, Write Ups/Downs, and Reminder Statements.

To set the Billing Restriction Date for the firm, choose Office > Firm Settings, and click Fiscal Year under the General heading.