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. Client Rates...
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...
Setting Up Billing Defaults
Overview This guide explains how to configure your firm's billing defaults in the system. These settings govern key billing behaviours such as in...
Time Entries
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Duplicate/Clone Time Entry
Overview Time entries can be duplicated/cloned from one entry to create a new time entry. The ability to clone a time entry provides the user wit...
Move Time Entries in Bulk
Overview Multiple Time Entries can be transferred from one matter to another in a single process. How to move Time Entries 1. Navigate to t...
Create, Edit and Write Off Time Entries
Overview This Guide covers how to record, edit and write off time entries. Create Time Entry There are 2 ways to record time entries: 1. Fr...
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
Overview This guide covers managing invoices, including looking at Viewing, Writing Off, Receipting, Cancelling, Approving and Finalising invo...
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 How to creat...
Statements & Credit Control
1 article
Statements
Overview There are several types of statements that can be processed. These are Statement of Account, Matter Statement of Account, Client or Trus...