How to raise a cross bill / Bill time for one client through another

Sometimes WIP will have been recorded to one client but needs to be billed through another client. Examples of this may be:

• Husband and wife tax returns being billed on one bill.
• Company directors' tax returns being billed to the company.
• Subsidiary companies being billed through their parent company.
• Partner tax returns being billed through the partnership.

You can bill time through any linked client on Glide. To do this, follow these steps:

• Navigate to the client card for one of the clients and click on the Links tab.
• Choose a link type (the type you choose does not affect this functionality) such as Director, Family etc.
• Choose the client you wish to link to in the second drop-down box. You can press backspace and then type to search by name.
• Click the blue Create button to create the link.

Now, when you click Raise bill on either of these clients, you will see the WIP for both clients. Each client will have their own select all, write off all and deselect all controls in case you wish to select WIP for only 1 client.