Invoicing & Accounting

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

Fee Allocation and Reporting in Actionstep
Actionstep currently has two reports that provide Fee Allocation visibility in Actionstep. Fee Recovery Report Fee Allocation Report Fee Allocati...
Fri, 25 Sep, 2020 at 11:51 AM
Setting up UTBMS/LEDES/E-Billing in Actionstep
Setting up UTMBS Step 1 - Global Settings Step 2 - Defaulting the timekeeper codes for the user Step 3 - Enabling UTBMS/LEDES per matter ...
Wed, 16 Sep, 2020 at 10:25 PM
Recording time & Billing with UTBMS/LEDES/E-Billing Enabled
To learn how to setup UTBMS/LEDES/E-Billing please visit the guide here Recording Time with UTBMS Enabled Now that UTBMS has been enabled you...
Thu, 17 Sep, 2020 at 8:21 AM