Accounts Payable

Tax Regulations

Accounts Payable

Tax Regulations

Billing

Experience high functionality and advanced customization with efficiency and ease.

Intuitive Entry

Supports flat-fee, task-based, and time-based billing.
Integrated UTBMS codes for seamless task-based billing.
Enter billable hours, non-billable hours, and flat-fees quickly with an easy-to-use timesheet.
Import external entries with a simple "drag-and-drop" feature.
Convenient time/expense quick entry window.

Custom Billing Arrangements

Create contact groups for effortless split-billing.
Dramatically simplified on-demand and mass billing.
Use mass billing filter to exclude files not ready for invoicing.
Ability to allocate charges to specific parties.

Robust Processing

One-step or multi-step billing processes available.
Specially configure billing rules file-by-file, or set general billing behaviors.
Add, adjust, or remove charges during the billing process.
Perform trust transfers automatically during billing.
Multi-step billing system prevents new entries from being added to a finalized invoice.

Dynamic Templates

Intelligent layout technology reduces the need for multiple billing templates.
Single-click billing controls for further customization.
Allows custom-embedded HTML for complex billing layouts.

Advanced Invoicing

Produce professional and easy-to-read client invoices.
Automatically reconcile expense entries to your invoices.
Easily break out service charges that are neither fees nor expenses on your invoice.
Split-billing invoices only show the history relevant to a specific client.
Clients belonging to multiple files or split-billing groups receive a single, collated invoice with a summary page.
Create hard-copy or electronic invoices.