How to Add or Edit a Billable Asset Manually

How to Add or Edit a Billable Asset Manually

To Add or Edit a Billable Asset Manually:

- Go to the Fees page

- Make sure you are looking at the correct billing period

- Hover over the pencil next to the client and click "Edit Billable Assets"


A slideout window will appear

- Enter Market Values and Exclusions for all accounts


- Click Save


A pop up will ask if you are sure you want to add or make changes to what is already in BillFin

- Click yes if everything looks good