This is an article with answers for commonly-asked questions about Enhanced Billing Mode from customers previously using Classic Billing. For general information about EBM and the transition from Classic Billing, see Upgrading from Classic Billing to EBM.
Does upgrading affect current tax codes?
No. Tax codes are unchanged and still available in Admin > Accounting > Tax codes & rates.
Does EBM have a billing hold feature?
Not explicitly. Fees and disbursements/expenses can be removed from a specific bill to be billed at a later date by unchecking the entries on the bill.
Does EBM cost more?
No. Enhanced Billing Mode is Actionstep's standard billing module.
How do you resend invoices?
Once a bill has been produced, it is removed from the Bill Production screen. To resend the bill, select the link in the email column on the Bills List (Billing > Bills List) screen.
How do you add fees from another matter?
Open the time entry and reassign the matter.
How can I bill a fixed fee?
"Fixed fee" can refer to a fee entry set at a fixed amount or a bill set at a fixed amount.
To set up and create a fixed fee (time) entry, see Rate Labels. To create one, select the Fixed fee rate when creating a time entry:
To bill on a fixed fee basis, see Fixed Fee Billing.
Is it possible to bill two matters in one bill?
It is possible to combine multiple matter's billable items into a single invoice using Consolidated Billing.
How can I dictate how my line items are displayed on my invoice?
The way items are displayed on an invoice is determined by the invoice template.
Can I link a rate label to a quick-code?
Yes. A rate label can be associated with a quick-code. When the quick-code is selected, the time entry will use that rate. For more information, see Rate Labels.
How can I make bill templates?
Bill templates are created by inserting Actionstep merge fields into a Word document.
Does EBM support eBilling?
Yes. For more information, see E-Billing/LEDES Billing.
What is the difference between Approved and Finalized status on the Bills list?
Approved bills have not been produced. Producing a bill prints the bill and emails the invoice (dependent upon settings in Matter Billing Options). If a bill is marked with Finalized status, it has been produced.
Where can I see bills in my system?
Billing > Bills List displays all bills in your system. Bills for matters can be accessed within that matter's Bill screen by selecting the billing icon > Bills/Invoices.
What reports are available for billing data?
See Billing Reports.
How can I set up fee earner income accounts?
In Admin > Billing.
Will Xero work the same with EBM?
How are rate labels handled in EBM?
See Rate Labels.
Can I bill in multiple currencies in EBM?
Yes. See Multi-Currency/FX Billing Config.
Will EBM affect my trust accounting?
EBM does not affect classic functionality of trust accounting. There are new settings for automation when paying bills in Matter Billing Options.
Will I need to change my invoice templates for EBM?
Some classic billing invoice templates may not function identically in EBM.
Contact our Support Team for any queries you may have.