Understanding the billing workflow, from creating a matter to receiving payment for an invoice, is crucial for ensuring a smooth and efficient billing process.

There are multiple options available for tracking your time.

The Global Timer facilitates seamless transitions between tasks, ensuring precise time tracking for your matters. This feature enables you to monitor time for various activities, including interruptions. It’s important to note that only one timer can be active at any given time.

Keeping track of multiple timers enables you to easily monitor time for various activities, accounting for interruptions. While on your Timesheet, you can easily:

This article will walk you through the various fields of a timecard, offering guidance on efficiently adding your time.

You can edit a timecard, whether it’s billed or unbilled, provided you have the necessary permissions.

On the Matters screen, double-click the matter, or single-click the matter to highlight it.

When billing by task rate, you establish rates for specific tasks, and these rates are then recorded on timecards.

Hard cost expenses pertain to out-of-pocket transactions eligible for subsequent reimbursement. In a single transaction, you can allocate these expenses to multiple matters and firm costs.

Hard cost expenses involve merging an operating bank account transaction (accounting) with a matter expense card (billing), making the process of editing such expenses intricate. The suitable course of action depends on which transaction element you intend to modify.

To delete an unbilled expense: From the left navigation panel, click Banking. Click the Bank account to highlight it, and scroll down to view the associated Transactions.

Soft costs are also known as indirect costs or cost recovery. They are “in-house” items generally considered part of your firm’s overhead, a portion of which may be attributed to your client.

The process for editing a soft cost depends on whether your firm has billed for it.

On the Matters screen, double-click the matter, or single-click the matter to highlight it.

Tailor your billing frequency to align with the specific requirements of your firm and clients.

Once you’ve enabled a matter for split billing and configured it to split the bill with other matters, you can start splitting bills between the main matter and secondary matters.

If you allow clients to make installment payments for their matter’s fixed fee, we offer two setup options for this recurring billing arrangement.

Occasionally, you may need to delete, void, or edit a pre-existing multi-matter hard-cost operating transaction. Please take caution when undertaking these actions, as they can impact your General Ledger, Accounts Receivable, and WIP reports.

Generate a timecard effortlessly by converting events, tasks, notes, or emails into it, ensuring precise billing for your actions. If you mark an activity as billable but fail to record time for it, the Money Finder list will spotlight it, acting as a prompt. You can access the Money Finder on both the Firm Dashboard and the Me Dashboard.

Due to the extensive range of Uniform Task-Based Management System (UTBMS) codes and the preferences of many audit houses/processors that permit only specific codes, the risk of incorrect code usage is elevated.

To optimize the organization of your matter expenses, we have separated them into two distinct categories: hard costs and soft costs.

Enhance the efficiency of your time entries by incorporating shorthand in your descriptions.

While handling Hourly matters, the system automatically utilizes the default rates of each Timekeeper to compute the value of the entered time.

Once you enable eBilling in a matter, eBilling codes will become available when entering time or expense cards.

You can add a timecard to an hourly matter that charges a flat fee instead of an hourly rate.

Changing the billing method associated with your matter is possible, but it depends on two factors.