Invoice Settings Skip Zero Invoice Generation - when enabled, invoices with 0.00 totals will not be generated. The option is not enabled by default, so 0.00 invoices are generated, unless the end users want to skip them by utilizing that
Workspaces The workspaces which MaxBilling will report for are listed in Workspaces tab.By default, the workspaces' meta-data regarding the Location and Billable status is synchronized by the MaxBilling Admin Object Sync Agent, based on the information populated in the Workspaces' Keywords field. ◼ Locations – the meta-data is synchronized by the
Pricing Thresholds To setup specific conditions towards the workspaces within the Pricing, you edit the Pricing and use the Thresholds options. ◼ Base Thresholds – you can specify minimal or maximal caps in terms of total currency amount value which will be considered for each workspaces. • Minimal Cap - the minimum workspace cap value will be
Copy Pricing Use the Copy option to recreate new Pricings faster. If you copy the default pricing, it will be recreated with Overlay type and you will have to link specific workspaces to it (as you cannot have more than one default pricing within a profile). If you copy Overlay or Overwrite pricing, you have to link Workspaces / Matters / Clients /
Language Services Category The items in Language Services category represent the total usage (sum of the size or counts) of any translation or transcription jobs that were completed within the reported period. To add a new Language Services pricing item to the Pricing: 1. Navigate to Language Services category. 2. Click New. 3. Fill in the following
Case Rollup Pricing Items Description Metric Type Description Pricing Units DtSearch Index Size The peak* total DT Search Index size for all DT Search Indexes for the corresponding workspace. GB, MB, TB Image File Count The peak* count of image files in the workspace. Count, In Whole Image File Size The peak* size of image
Case Flow Pricing Items Description Metric Type Description Pricing Units OCR File Count The count of completed OCR files. Count, In Whole OCR File Size The OCR-ed text size of the completed files within OCR sets. GB, MB, TB Image File Count * The file count of completed Imaged documents. Count, In Whole Image File Size * The file
Analytics Pricing Items Description Metric Type Description Pricing Units CA Non Native Documents Size Peak* size of Non Native documents that were indexed with Content Analyst for first time, during the reported period. GB, MB, TB CA Index Size On Disc The total CA index size on disk for all CA indexes which exist in
Processing Pricing Items Description Metric Type Description Pricing Units All Native File Count The count of all native files (including duplicates and containers) as they exist after decompression and extraction. Count, In Whole All Native File Size The sum of all native file sizes (including duplicates and containers), as they
Tasks Pricing Items Description Metric Type Description Custom Task To charge the client for something out of the predefined Relativity® pricing
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