Billing Audit Rules defined.

You can now set Audit Rules on what can be billed in Rocket Matter. These rules can apply to specific language used in your billing descriptions, or be applied to Time billed per Client or per Billing User.

  • Define which task, activity, and expense codes user roles have access to when creating billing entries.
  • Create Audit Rules and assign them to specific Clients.
  • Edit and/or delete Audit Rules.

The system will surface alerts, but it will not prevent the user from completing any actions, whether it's saving a billable activity or running an Invoice. Users must have specific user permissions turned on to create or edit Audit Rules.