This guide provides a step-by-step approach to efficiently manage expense entries and billing processes within LawAccounting/CaseQube. It simplifies the workflow for logging expenses, creating pre-bills, and finalizing bills, ensuring accuracy and compliance. By following this guide, users can streamline their billing operations, save time, and reduce errors, making it an essential resource for legal professionals looking to enhance their financial management practices.
1. ### Step 1:
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Matter Management
- Click the App Launcher (nine dot icon)
- Type Matter Management in the search bar
- Click the Matter/Client you want to bill
- Open the Billing Details Tab
- Click More tab to display the list of options
- Select Billing Details tab
- Choose New Billing Entry
- Click the plus icon and choose; New Expense Entry
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2. Expense Entry In CaseQube
When entering a new expense in CaseQube, complete the following fields:
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Project: This will automatically populate with the name of the matter selected in the system.
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Amount: Enter the total amount associated with the new expense.
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Date: This field will automatically populate with today’s date. To change the date, click the calendar icon and select the appropriate date.
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Client: This will automatically populate with the client’s name associated with the selected matter.
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Billable Box: This option will automatically appear checked. Leave it checked if the expense is to be billed to the client. Uncheck it only if the expense should not be billed.
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Note: If necessary add a note about the expense entry
Save & View
- To Save: Click Confirm Entry Expense
- To View: Click Expense Tab
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3. Creating The Pre Bill
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Navigate to Expense Tab
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Select the expense you want to prebill
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Click the Plus (+) arrow
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Select Prebill
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On the Prebill screen:
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Invoice Date: Automatically populates
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Due Date: Click the calendar icon and select the due date
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Billing Period Start Date: Click the calendar icon and select the start date
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Billing Period End Date: Click the calendar icon and select the end date
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Notes: Enter any notes associated with the prebill
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Skip the Prebill Approval Process: Check the box if you want to skip the approval process
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Include Non-Billable Time Expense with $0 Balance: Check the box if you want to include non-billable time expenses with a $0 balance
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Click Confirm Pre Bill
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Preview Bill Screen Appears
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Click Create Pre Bill
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To view click Pre Bills
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4. Creating The Bill
- Navigate to the Prebill tab
- Click the bill you want to create
- Click Set to Approved
- A warning screen will appear stating changes cannot be reversed
- Click Confirm
- To view the finalized bill, click the Bills tab
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