Invoicing & Accounting

Hints and Tips relating into invoicing clients, time recording and back end Accounting

How to record an 'Anticipated Disbursement'
Actionstep does not technically have any dedicated functionality to record an 'Anticipated Disbursement'. You will need to record it simply ...
Tue, 23 Jul, 2019 at 12:42 PM
Write Offs & Credit Notes Explained
Write off can mean different things to different people, so we provide this article to help make some clarity around this 'Write off topic' ...
Wed, 28 Aug, 2019 at 2:46 PM
Changing who the bill is sent to - ie Third Party Payer
The Actionstep system is hard coded to use the CLIENT by default as the payer of any bill raised. Sorry this can only be changed globally However, whe...
Tue, 23 Jul, 2019 at 2:33 PM
Start Time on TimeSheet is not showing the current time
That time is not the 'Current time of the day' but rather of time of the last time entry, you did for the day.  For example ...
Tue, 2 Apr, 2019 at 6:31 PM
Create a Debtor Statement
Accounting > Aged Receivables > Client on Statements Report (top left of the grid) Choose which client you want to run the statement for Choose whi...
Wed, 9 Jan, 2019 at 10:00 AM
Write Off's and Credit Invoices - the difference and when to use them
If you are using the EBM Billing version of Actionstep then you will have the choice of using Write off feature or Credit Invoices. This table is provid...
Tue, 29 Jan, 2019 at 3:56 PM
General Ledger (GL) Code require a matter number when transacting to it.
Actionstep General Ledger codes have the option to enforce the linking of the transaction to matter or not. For example the default setting for the GL c...
Fri, 22 Feb, 2019 at 11:56 AM
Fixed Fees reappearing in Mass Billing
Q:    After we have processed the invoice for a fixed fee matter the amount continues to appear in the ‘mass billing’ section of Actionstep unless the matt...
Mon, 11 Nov, 2019 at 1:04 PM
Working with Xero and Actionstep (Pro and Cons) - Pro+Accounting Version only
Actionstep PRO+Accounting version supports working with Actionstep Accounting or integrating to Xero  This document will give you some pros and cons ...
Sun, 26 Jul, 2020 at 5:07 PM
Billing behaviours options for Actionstep
Actionstep support 'Billing behaviours' these behaviours provides the following choices Bill No Charge Hide What are the impact of using ...
Fri, 31 Jul, 2020 at 5:08 PM