Billing
Billing Setup
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Assigning Billing Rate Sets
Overview Where there is a special rate agreement with the client, Billing Rates can be assigned to specific Clients or Matters. TABLE OF ...
Invoice Approval Settings
Overview Invoice approval automation allows you to set up an approval workflow process for your client invoices. The approvals are completed onli...
Automatically finalise work items (Accounts)
Guide Overview When time entries are recorded in the accounts system, a setting can be turned on to automatically finalise work items when entere...
Work Items
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Duplicate/Clone Work Item
Overview Work items can be duplicated/cloned from one entry to create a new work item entry. The ability to clone a work item entry provides the ...
Move Work Items in Bulk
Overview Multiple Work Items can be transferred from one matter to another in a single process. How to move work items 1. Navigate to 'Work...
Create, Edit and Write Off Work Items
Overview This Guide covers how to record, edit and write off work items. TABLE OF CONTENTS Overview Create Work Item From Work Items t...
Disbursements & Expenses
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Create Disbursements and Cost Recoveries
Overview There are four types of recoveries that can be entered on the disbursements tab of the matter. These are Cost Recovery, Anticipated, Inc...
General Ledger Disbursements
Overview The General Ledger Disbursement type is similar to an incurred disbursement, except rather than creating a cashbook entry, the credit s...
Transfer Disbursements
Overview Disbursements can be transferred from one matter to another. Only Unbilled Incurred Disbursements can be transferred via this process. ...
Invoicing
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Managing Invoices
Guide Overview This guide covers managing invoices, including looking at Viewing, Writing Off, Receipting, Cancelling, Approving and Finalisin...
Creating and editing an Invoice
Overview This user guide provides a step by step instruction for undertaking the tasks involved in generating a singular client invoice in a sing...
Split Invoicing
Overview Split invoicing enables you to split an invoice proportionally among multiple parties so that each party is issued an invoice for payme...
Statements & Credit Control
1 article
Statements
TABLE OF CONTENTS Overview Automatic Statement Distribution Automatic Individual Client/Matter Statement of Account Manual Statement Distribu...