Clients
Trial Balance
Audit & Annotate
Billing (legacy)
Reset demo data
v1.0
← Clients
Bear Holdings
2BHT01.0 · Bear Holdings Trust
Draft
Tax
·
FYE Dec
·
BM Andrea Chen
·
SM Ryan Miller
worksheet
invoice
1
Submit to SM →
Total WIP
$2,588.75
To Bill
$2,150.00
Hold
$0.00
Allocated
$0.00
WU / WD
-$438.75
✓ All WIP triaged — nothing unassigned.
Billing lines (unassigned / out-of-scope)
Category
Description for invoice line
Source
Amount
No billing lines yet — add an out-of-scope line, or tag an Unassigned WIP line “Bill additional”.
+ Add billing line
