US Regional Terminology Changes

Overview

To support United States regionalisation, the system now uses US-specific terminology, spelling, and date formats.

These changes ensure that the platform aligns with US legal, financial, and accounting conventions, improving clarity and usability for US-based firms.

The update affects several areas of the system, including:

  • Spelling and terminology

  • Financial terminology

  • Matter roles

  • Date formats

These changes apply automatically when the system is configured for the US region.


Spelling and Language Changes

For US firms, the system now uses American English spelling across menus, settings, and system messages.

The following common spelling updates have been applied:

Previous (AU/UK)US Terminology
OrganisationOrganization 
ChequeCheck
ItemisedItemized
UtilisationUtilization
RealisationRealization
UnfinaliseUnfinalize
FavouriteFavorite
CustomisedCustomized
Centre/CentresCenter/Centers

Financial Terminology Updates

Several accounting and billing terms have been updated to reflect commonly used US financial terminology.

Previous TermUS Term
Disbursement(s)Cost(s)
Cost RecoverySoft Cost
DebtorsAccounts Receivable
CreditorsAccounts Payable

These changes appear in areas such as:

  • Billing and invoices

  • Financial reporting

  • Purchase and payment entries

  • Dashboard widgets

The term Costs replaces Disbursements throughout the system for US firms.

Matter Role Terminology

Matter roles have been updated to align with common US legal practice terminology.

Previous RoleUS Role
IntroducerOriginating Fee Earner
Person ActingBilling Timekeeper

Additional matter roles remain consistent but may appear differently depending on the firm configuration 

Matter roles may vary depending on your firm's internal structure and role configuration.

Compliance and Matter Terminology

Some matter-related terms have also been adjusted to reflect US legal practice language.

Previous TermUS Term
Cost DisclosureMatter Estimates

This change ensures terminology aligns with US client cost transparency practices.


Date Format Changes

The system now follows the standard US date format.

Previous FormatUS Format
dd/mm/yyyymm/dd/yyyy

Example:

PreviousUS Format
15/03/202603/15/2026

This format is applied across:

  • Reports

  • Transactions

  • Forms

  • Dashboards

Date formats automatically follow the regional configuration of your system.

Tips & Best Practices

  • Be aware that financial terminology may differ between regions

  • When working with international teams, confirm whether your system is configured for US or AU/UK terminology

  • Review reports and financial dashboards to familiarise yourself with the updated terminology

  • Ensure staff understand the difference between Costs, Soft Costs, and other billing terms

Regional terminology ensures the system aligns with local legal and accounting practices while maintaining consistent functionality.