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Manage matter preferences
Manage matter preferences

How to manage matter preferences?

Jiny avatar
Written by Jiny
Updated over 2 weeks ago

From a matter, in the "Preferences" tab it is possible to specify the credit limit, billing and its pricing.


A) The credit limit

Credit limit can be configured by Office, Client or File.


B) Billing

It is important to define the type of pricing (flat rate, legal aid, hourly rate, other) in the file summary before the first invoice.

In order to produce invoices according to a model other than the one normally used in all files, select the desired default invoice model for the particular file. By clicking on the magnifying glass it will be possible to select the financial models of the invoice type.


C) Taxes to be used in the file

By default, the file taxes are defined by the taxes associated with the customer.

On the other hand, in the case where a customer has several files in which the taxes differ, it is possible to modify the taxes of a specific file. To do this, click on the "preference defined by the customer file" icon.

The icon changes to a folder. It will then be possible to choose the taxes for this folder.


D) The imposition of rate

The rate imposition allows you to limit the time entry in the file to certain employees and at certain rates.

  • To access the rate imposition preference, the user must have employee management permissions in their access profile .

  • In addition, the hourly rates to be used in imposing a rate on a file must first be created in the employee record.


E) Limit seizure to employees with imposed rates

It is possible to limit the imposition of rates for users who have hourly rates recorded in their employee record. To do this:

Step 1: Check the box "limit entry to employees with imposed rates".

Step 2: Click “Add”

Step 3: Select the employee by double-clicking on their name or confirm with the black check mark

Step 4: The default rate code will be displayed. You can change this by clicking on the magnifying glass and select another rate.

Step 5:

  • If desired, it is possible to indicate a start date. In this case, all time entries of the employee will be taxed at the selected rate.

  • It is also possible to indicate an end date. In this case, the tariff imposition will end on the chosen date.

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