Overview

Many screens have been updated or replaced in Enhanced Billing Mode (EBM) from Classic Billing.

See below for the new locations of the screens and features used for billing in Actionstep.

Billing Main Menu

Classic Billing	Enhanced Billing Mode

Matters > Billing	Billing
Matters > Billing > Unbilled Matters	Billing > Mass Billing
Matters > Billing > Invoices (Draft)	Billing > Draft Bills
Matters > Billing > Invoices (Open)	Billing > Bills List (apply filter)
Matter > Billing > Invoices (Closed	Billing > Bills List (apply filter)

Classic Billing	Enhanced Billing Mode

Admin > Classic Billing	Admin > Billing
Admin > Classic Billing > Billing Preferences	Billing preferences have been discontinued. EBM does not use Billing preferences/profiles. These settings would affect the Sale/Purchase screen (where the bill was created) and the resulting invoice. A new billing screen has been created to replace the Sale/Purchase screen. See more about that screen in Single Matter Billing. The bill invoice output is now completely determined by the bill template. See more about bill templates in Invoice Templates.
Admin > Classic Billing > Time record templates	Admin > General > Quick-codes (section)
Admin > Classic Billing > Payment terms	Admin > Billing > Payment terms (section)
Admin > Classic Billing > Rate labels	Admin > Billing > Rate labels (section)
Admin > Classic Billing > Disbursement templates	Admin > Billing > Disbursement templates (section)

Classic Billing	Enhanced Billing Mode

Accounting (icon) > Matter Billing	Select Billing icon
Accounting (icon) > Income Split	Income Split (Finder, Minder, Grinder) has been replaced by a fee allocation system. There are several options for how fees are allocated that are set in Admin > Billing and can be overridden on a matter-by-matter basis in Matter billing options.
Accounting (icon) > Budget	Budget has been largely discontinued for new systems. Matter Budgets have been removed, however, Budgets are still available at Accounting > Accounts > Budget in some systems.
Accounting (icon) > Disbursements *May be called "Expenses" in your region	Billing icon > Disbursements
Accounting (icon) > Sales Pipeline	Billing icon > Sales and marketing
Accounting (icon) > Sales	Billing icon > Bills
Accounting (icon) > Purchases	Purchases (supplier/vendor invoices) can be accessed via the main menu at Accounting > Purchases > Supplier/vendor Invoice
Accounting (icon) > Ledger	The Matte ledger has been discontinued in favor of new billing reports which can be accessed from the main menu at Reports > Billing Reports

Classic Billing

Enhanced Billing Mode

The 'Bill Now' (or 'Invoice Now') button is still located on the matter billing screen accessed by selecting the Billing icon.

On the same screen is a summary of fees, disbursements/expenses, bills/invoice, payments & write-offs, and Trust balance.

The Invoice date is now set when creating the bill. By default, it uses today's date but can be changed.

Rate sheet overrides can be set in Matter billing options.

Billing preferences have been discontinued.

Classic Billing	Enhanced Billing Mode
	The summary on the matter billing screen now displays information for: Fees (time entries) Disbursements/expenses Invoices/bills Payments & write-offs Trust balances
Invoices	To see a list of invoices in a matter, select the Billing icon > Invoices/Bills
Billing Hold	Items can now be removed from a bill by unchecking them in the bill.