The Expense Manager will allow you to filter for Invoiced Transactions. If you click on the Filter Button and choose Invoiced it will display the transactions that have been relieved out of WIP. The Expense Manager also has a Status column and an Invoice Number column available. If you do not see these columns, you may right click on the grid, choose Select Grid fields, and drag the Status column and the Invoice Number column to the column headings. You can now see the Invoice Number for the transaction and the Status.  If the record displays a status of Posted and has an Invoice Number, then you know it has been relieved from WIP using that particular Invoice Number. If you want to “see” the expense transaction as it was billed, you will need to find that invoice in Matter Status and reprint it.

In Expense Manager, if a transaction has a Status of Posted and has an Invoice Number, this information does not necessarily mean this transaction actually printed on an invoice. In most cases this is probably true; however, it is possible that the transaction was selected to be Off Invoice, written down to zero, and relieved out of WIP.  In this case, you would not see the transaction on an actual invoice.

A column is available in Expense Manager titled Off Invoice that has a check box indicator that you may drag to the column headings in order to see if the transaction was selected to be “Off Invoice.”  This would let you know that the text of the expense entry did not display on the invoice. 

Note that the Expense Manager does not tell you if the transaction was specifically written down because it does not display the Billed Value, it displays the Original Value of the Expense and the current status. Most likely, if you see that the Off Invoice check box is checked and the Status is Posted, the transaction was written down.  If you want to double check specifically if the expense was written down, you can also run the Billed Disbursements Analysis Report and choose to “Include Written up or Down Transactions” only. Keep in mind normally firms show all expenses on their invoices, and if choosing to use “Off Invoice,” typically, they are writing down the entire expense to zero.