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 CONTENTS Overview Client Rates How to assign a...
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...
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 entered. When this setting is unchecked, the time entri...
Setting Up Billing Rates
Overview Billing Rates can be set at multiple levels throughout the system, depending on the requirements of your firm. Rates are defined as a monetary value per hour for timed entries and the un...
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...