Recent Updates
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How to generate a list of all Time and Expenses billed per Matter.
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How to generate a list of all non-billable Time entries per Matter.
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How to create Billing Audit Rules.
Updated on: Dec 23, 2021
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How to edit or delete Billing Audit Rules.
Updated on: Dec 23, 2021
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Billing Audit Rules defined.
Updated on: Dec 21, 2021
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Billing holds: How to hold all fees and soft or hard costs from invoicing for a new Matter.
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How to set up and use Evergreen Retainer on a new Matter.
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How to set up and use Evergreen Retainer on an existing Matter.
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Payments: How to make a Payment to an Operating account on behalf of a Client for a specific Matter.
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Importing data from an external source.
Updated on: Dec 21, 2021