Workspaces

Workspaces

The workspaces which MaxBilling will report for are listed in Workspaces tab, along with additional information:

◼Workspace Name – name of the workspace.

◼Status Name – a text field that shows the current status of the workspace set in Workspace Details – Advanced Settings.

◼Workspace Artifact ID – Artifact ID of the workspace.

◼Matter Name – name of the corresponding Matter.

◼Matter Number – number of the corresponding Matter.

◼Client Name – name of the corresponding Client.

◼Client Number – number of the corresponding Client.

◼Location – the Location information is synchronized by the MaxBilling Admin Object Sync Agent automatically from the Workspaces’ Keywords field using the following convention:

Locations – the meta-data is synchronized by the MaxBilling Admin Object Sync Agent automatically from the Workspaces’ Keywords field using the following convention:

      • [Location name] ;
      • The first string value followed by a semi-colon in the Workspaces’ Keywords field will be shown in the MaxBilling -> Workspaces -> Location.

Billable status – the meta-data is synchronized by the MaxBilling Admin Object Sync Agent automatically from the Workspaces’ Keywords field using the following convention:

    •  ; [Billable Status] ;
    • Any string value containing ‘%bill%’ between the first and the second semi-colon in the Workspaces’ Keywords field will be synced as Yes in MaxBilling -> Workspaces -> Billable.
    • Any string value containing ‘%no charge%’ between the first and the second semi-colon in the Workspaces’ Keywords field will be synced as No in MaxBilling -> Workspaces -> Billable.
    • The Billable Status is synced as blank in all the other cases.

◼ Keywords – the value that is populated in the Workspace’s Keywords field.

◼ Notes – the value that is populated in the Workspace’s Notes field.

◼ Deleted On – the deletion date is populated for the workspaces that had been already deleted.

◼ Disable Agent Synchronization – End users are allowed to disable the meta-data synchronization for specific workspaces or for all workspaces. The synchronization can be disabled by either editing a single entry in Workspaces tab or using the mass edit option and to continue maintaining the meta-data manually.

The ‘Disable Agent Synchronization’ option disables only the meta-data synchronization (Locations and Billable Status) and does not affect the general Workspaces’ information which is required for reporting purposes.

The automatic synchronization can be disabled at any time.

◼ Custom Notes – a free text field for additional custom information.

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.

Was this article helpful?

No 0