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FAQ
Overview
Actionstep has the ability to add Billing Type to a column on a Custom list view, this is useful if you want to see on each Matter which are billed as Fixed Fee and which are hourly rates.
How to set this up
You can set this up using Custome list view, Click on Admin>Custom List View>Matter List View>You can create a new list or amend one you already have.
Add a new column, give a label called Bill type, Data sourse woud be Billing Settings and Bill setting data would be Bill type, click Save.
You should be now able to use the Custom list view and see the Bill Type of each Matter.
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Note The functionality contained in this article is for Practice Pro and Practice Pro + Accounting. |