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Overview
With the changes made to simplify billing with Enhanced Billing Mode (EBM), some functions, features, and menus from Classic Billing were discontinued. This article outlines those discontinued items and their counterparts in EBM.
Menu Items
Some menu items have been discontinued, moved, or replaced. For more information, see Classic to EBM navigation.
Billing Admin
The previous admin screen, Admin > Classic Billing, has been replaced with Admin > Billing. The new admin screen still contains Payment terms, Rate labels, and Disbursement/expense templates. However, Billing preferences has been discontinued and Time record templates has been renamed.
Billing Preferences
Billing preferences determine the settings of what is to be billed and how the items are organized on the Sale/Purchase screen. Due to the change in which screen is used to create bills, many of these settings are no longer relevant. Fees (time entries) and Disbursements/Expenses have their own tabs to organize the billable items.
EBM Bill Screen
Other settings from Bill Preferences:
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Income account designation |
Default income accounts for fees and disbursements are now set in Admin > Billing. |
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GST/Tax code |
Tax is set in Admin > Billing. Matter-level overrides are available in Matter billing options. |
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Ignore before dates |
A date can be set to ignore billable items in Admin > Billing in the Historic data section.. |
Matter Billing
Billing preferences have been removed from the Matter billing and Edit Matter Properties screens.
Purchases have been removed from matter billing screens, as billing and purchases are their own separate functions.
Billing Hold has been discontinued. In the new Bill Screen, items can simply be unchecked to not appear on the bill.
Bill Screen
Actionstep no longer uses the Sale/Purchase screen for matter billing.
Sale/Purchase screen
However, the screen is still functional, just not tied to matter billing. For more information on the Sale/Purchase screen, See Understanding the Sale/Purchase screen.