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 To assign a rate set at client level, this can o...
Billing Setup
5 articles
Invoice Approval Settings
Overview Invoice approval automation allows you to set up an approval workflow process for your client invoices. The approvals are completed online in the system and prompts approvers when an inv...
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 invoice terms, unit measurements, warning thresh...
Setting Up Billing Rates
Overview Billing Rates define how time and work are charged to clients within the system. Rates can be applied at multiple levels, allowing firms to bill based on: Employee seniority Client ag...
Setting Up Fee Earner Targets
Overview Fee Earner Targets/budgets can be set which can be used on KPI Dashboards to compare against the actual figure or for reporting. There are three types of Fee Targets. Billing, Collected...