Clients
Trial Balance
Audit & Annotate
Billing (legacy)
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v1.0
← Clients
Preservation Capital
2RAW02.0 · Preservation Capital, LLC
Draft
Tax
·
FYE Dec
·
BM Andrea Chen
·
SM Ryan Miller
worksheet
invoice
1
Submit to SM →
Total WIP
$7,173.75
To Bill
$4,725.00
Hold
$2,090.00
Allocated
$0.00
WU / WD
-$358.75
Untagged
0
All
1
Hold
0
Write-off
0
Bill-add
1
Attach
0
1
of 1 triaged
Showing 1 of 1
Date
Staff
Service
Internal note
Hrs
WIP
Disposition
04-22
RM
Consulting (40100)
K-1 distribution timing discussion with partner
1.25
$500.00
— pick —
Bill (Additional)
Hold
Allocated
Attach to Project
Billing lines (unassigned / out-of-scope)
Category
Description for invoice line
Source
Amount
Consulting
Consulting (itemized)
IRS Notice Response
State Return
Amended Return
Estimated Tax Payments
Custom…
Advisory call regarding K-1 distribution timing for partners
from WIP
✕
+ Add billing line
