Category: Settings

To view the Data Tier, navigate to Data Tiers tab. Click Edit option to change its size. (see Data Usage widget)

◼ Timekeeper – Timekeeper value appears in ExportData.xlsx. (optional) ◼ Customer Code – Default Name: Default. You can add your customer code […]

◼ Edit the Repository entry to chose the formula which specifies how the Repository workspaces billable size will be adjusted. You can […]

This section refers to the Invoicing functionality. To add Invoice Template, populate the following fields: ◼ Template Name: this name is for […]

This setting refers to the Invoicing functionality. To add Invoice Information Field, populate the following fields: ◼ Field Type: Attorney Info – […]

This setting refers to the Invoicing functionality. Adding Attorney Information fields allows you afterwards to create Invoice Mappings. To create Attorney information […]

This setting refers to Invoicing functionality. The Invoice Mappings allow you to map specific Workspaces, Matters or Clients to an attorney. This […]

To create a Tax Rate, populate the following fields: ◼ Name – name for reference. ◼ Tax Rate % – the percentage […]

Payment Terms To create a Payment Term, populate the following fields: ◼ Name – name for reference. ◼ Calendar Days – set […]

To create an Email Template, populate the following fields: ◼ Email Template Type – select a type of the template: (required) For […]

To add a Currency, populate the following fields: ◼ Abbreviation – abbreviation of the currency ◼ Symbol – the symbol of the […]

To add a custom Pricing Item, populate the following fields: ◼ Type – select the billing category to which your custom task belongs […]