Note: Have your account administrator confirm your account is set up properly before you use the application.

Your account administrator may need to modify your user-defined settings before you can view Firm Settings.

Access Firm Settings

To access Firm Settings:

  1. From the toolbar, click your Profile icon.
  2. From the drop-down, select Setup.
  3. From the Setup left navigation, click Firm Settings.

The Firm Settings screen opens, displaying tabs atop the screen.

eBilling Tab

This feature is available in the Core and Pro plans. For details, see Compare All Plans.
Note: Only enable eBilling if your firm requires the use of UTBMS Codes Billing. eBilling does not refer to the ability to email invoices.

The eBilling tab allows you to set up and manage UTBMS Codes used for electronic billing.

For additional information, see Set Up and Manage eBilling.

Note: After making your changes, in the upper right corner, click Save.

Other Settings

Additional settings can be found on the following tabs: