cr15 c litigation team v1.0
TRANSCRIPT
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Change Request 15
CR15-C Litigation Team
CR15-C. Litigation Team CR15-C1. Timesheet - Provide a function to adjust the unbilled time-log entries (i.e. the amount) directly on the Timesheet TabCR15-C2. Discount allocation on Client InvoiceCR15-C3. Client Invoice - The Bill To Party will be defaulted to the Client and therefore the Client’s address shall be the defaultCR15-C4. Extend the length of the ‘Attention’ field on Client InvoiceCR15-C5. Update reciprocity report
CR15-C1. TIMESHEET - PROVIDE A FUNCTION TO ADJUST THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET
TAB1
CR15-C1. TIMESHEET - TO PROVIDE A FUNCTION TO ADJUST THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET
TAB2
CR15-C1. TIMESHEET - TO PROVIDE A FUNCTION TO ADJUST THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET
TAB3
The Timesheet is in unbilled or hold state, the timesheet can be edited
CR15-C1. TIMESHEET - TO PROVIDE A FUNCTION TO ADJUST THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET
TAB
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CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
1. Create Discount on Client Invoice by Amount2. Create Discount on Client Invoice by Percentage
1. Create Discount on Client Invoice by Amount1
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
1. Create Discount on Client Invoice by Amount2
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
1. Create Discount on Client Invoice by Amount3
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
2. Create Discount on Client Invoice by Percentage1
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
2. Create Discount on Client Invoice by Percentage2
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
2. Create Discount on Client Invoice by Percentage3
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
Review the client invoiceAfter creating discount, we can review in the invoice We can go to Invoice, review ‘Adjust Amount’ and ‘Adjust Tax’ in ‘Fees And Disbursement’ table for the discount detail, or review ‘Total Adjust Amount’ and ‘Total Adjust Tax’ for the discount total.
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
Review the detail of discountCR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
Review the Total of discountCR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
CR15-C3. CLIENT INVOICE
Client Invoice: The Bill To Party shall be defaulted to the Client and therefore the Client’s address shall be the default as the Bill To address. If this address is different, it should be edited.
CR15-C3. CLIENT INVOICE
1
CR15-C3. CLIENT INVOICE
2
CR15-C4. EXTEND THE LENGTH OF THE ‘ATTENTION’ FIELD ON CLIENT INVOICE
Extend to 128 characters.
CR15-C5. UPDATE RECIPROCITY REPORT
1. What is Reciprocity Report? 2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details2.2. Reciprocity Report Summary
CR15-C5. UPDATE RECIPROCITY REPORT
1. What is Reciprocity Report?
Matter Reciprocity Report is to show the details and summary of referrals received from partners/agents
CR15-C5. UPDATE RECIPROCITY REPORT1. What is Reciprocity Report?
CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details
CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details
CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details
CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details
CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report
2.2. Reciprocity Report Summary
CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report
2.2. Reciprocity Report Summary
CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report
2.2. Reciprocity Report Summary
CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report
2.2. Reciprocity Report Summary
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