4 docs in this category.
How to capture a billable event in Rounds, what fields matter, and how the status lifecycle works.
Aged billables = billables submitted >30 days ago and still unpaid. Here's how to read the report and what to do about aged items.
When a payer denies a billable, what changes in Rounds, and how to work denials systematically.
Pull any filtered view of your billables into a CSV — for QuickBooks, a CPA, or your own spreadsheet analysis.