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Pricing Item Types

Pricing Item Types To add a custom Pricing Item, populate the following fields: Type – select the billing category to which your custom task belongs to – Task. (required) Name – type the name of the custom task. (recommended) Friendly Name – type some friendly name of the custom task. (optional) Description – type more information about the

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Other Settings

Other Settings Timekeeper – Timekeeper value appears in ExportData.xlsx. (optional) Customer Code – Default Name: Default. You can add your customer code here to activate a specific functionality in MaxBilling. Translation Document Unit Characters Count – Default Value: 25000. To specify the characters count for one Document Unit which is

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Storage Type Configurations

Storage Type Configurations Edit the Repository entry to chose the formula which specifies how the Repository workspaces billable size will be adjusted. You can choose between: Publish Data File Size = Linked Total File Size + (Publish Data File Size-Linked Total  File Size) / 3 or Publish Data File Size = Publish Data File Size - Linked Total Billable

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Invoice Templates

Invoice Templates This setting refers to Invoicing functionality. To add Invoice Template, populate the following fields: Template Name: this name is for internal information, not being shown on the invoice. Invoice Start Number: Autoincrement field - it increases on every generation and is no longer editable once it is set. Note: Invoice

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Invoice Information Fields

Invoice Information Fields This setting refers to the Invoicing functionality. To add Invoice Information Field, populate the following fields: Field Type: Attorney Info – the field refers to the Receiver information section of the generated invoices. Fields of this type are available for selection when you add Attorney Information. Adding Invoice

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Attorney Information

Attorney Information This setting refers to the Invoicing functionality. Adding Attorney Information fields allows you afterwards to create Invoice Mappings. To create Attorney information entry, populate the following fields: Attorney First Name: Attorney first name. Attorney Middle Name: Attorney middle name. (optional) Attorney Last Name: Attorney last

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Invoice Mapping

Invoice Mapping This setting refers to Invoicing functionality. The Invoice Mappings allow you to map specific Workspaces, Matters or Clients to an attorney. This relation can be used to send Invoices automatically to the mapped attorneys and/or to populate custom attorney information in the Receiver section or in the Additional Information section of the

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Tax Rates

Tax Rates To create a Tax Rate, populate the following fields: Name - name for reference. Tax Rate % - the percentage for this tax rate. Description - additional information.

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