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:

• • • [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.