Allows firms using Actionstep to easily store and access client invoices within their matter documents. Providing easier access to these documents for things like record keeping, sharing via the client portal, and tracking earlier versions of updated client invoices.
Enabling the functionality
Enable for New Matters
Users can enable this functionality by going to Admin>Billing>Other Settings and toggling "Save Invoice PDF to Matter by Default." Once this setting is enabled, Actionstep will create a folder in each billable matter type called "Client Invoices."
Enable for Existing Matters
To push this folder and the associated functionality to existing matters, users can select the "Push to all Matters" option on the document folder screen of their billable matters. To do this users can go to Admin>Matter Types>and select the relevant matter type. From here, users can select the Client Invoices folder and select "Push to all Actions." This will push the new folder to all existing matters of that matter type. Repeat this process for all matter types you wish to enable this feature for. Note: the Client Invoices folder must be present on a matter in order for client invoices to saved in the documents section of Actionstep.
Saving Invoices to your Matters
Once this feature is enabled, Actionstep will save a pdf copy of each produced invoice to the matter associated with that invoice. For more information on producing invoices see this article.
Some firms may want to limit access to the Client Invoices folder. This can be done by going to Admin>Matter Types>Selecting the relevant matter type>Folders>and selecting the Client Invoices folder.
From here users should see a list of all system roles within their Actionstep system. Users can select the green checks that correspond with the permissions that they're looking to limit and then select "Save."
For more information on limiting matter folder permissions see this article.
Reposting Produced Invoices
Occasionally, users may find it necessary to revert a produced invoice to draft, make a change, and then re-finalize that invoice. When this happens, Actionstep will overwrite the original copy of the invoice in the documents folder. However, users can access the full version history of an invoice in the versions panel of that document.