Accounts
Information about billing and financials
By Huzayfah1 author17 articles
- Streamline the eChits and billing requisition process
- Create shortcuts for transaction details
- Raising eChits and Bill Requests
- Creating Billing Narratives
- Authorisation set up for Bills
- Delete unbilled time from Access Legal Case Management
- Integrated Time recording and billing
- Access real-time financial data, time entries, and billing information
- View finances, WIP and Targets
- Create and amend bill templates
- Integrate time recording & billing to capture all billable activity
- Billing Guide
- Ring Fencing/Earmarking Client money via Undertakings
- Adding and amending pre-set payment details and payees
- Unable to add expenses in Matter Options drop down in ALCM
- Improve cashflow and speed up billing with integrated requisitions
- Submitting an eChit using Verified Bank Accounts