Defining Settings for Clients

Settings can be defined for clients in the Clients>>Settings link:

 

  • Specify the general settings on the General tab

Client Settings

 

  • Specify the generic invoice settings for ALL the clients and matters Invoice (or Bills) Settings tab. *Note these are global settings and will effect all newly created clients and matters.
  • Apply Interest by checking the box and entering the rate (If charging interest, the interest will take effect on the 1st day after the grace period)
  • Set the Grace period
  • Payment Terms and Payment Terms Text
  • Default Invoice Delivery Methods – Email, Printer or AutoMail

client invoice settings

 

  • Active projects can be set to inactive using the Active Project Administration tab

client settings active matters

 

client non billable

  • Invoice and payment account groups can be defined in the Account Groups tab

Account Groups

 

  • Create new categories in the Categories tab

Categories

 

  • Plan roles to be assigned to the timekeeper for planned projects are created in the Plan Roles tab

Client Plan Roles

 

  • Generic phase templates having tasks and standalone/billable milestones for plan projects can be defined in the Phase Template tab

Client Phase

 

Note: The Plan Roles and Phase Templates tabs are available only for the TimeSolv Project firms.

 

The Related Party Types and Relationship Types tabs are available only for conflict enabled types.

  • The related party types are defined in the Related Party Types tab

Related parties

 

  • The relationship types are defined in the Relationship Types tab

relationship types