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In the Billing Module, you have the flexibility to configure various aspects, such as managing entities, expenses, invoices, billings, user rates, and more, all conveniently accessible through the settings.

First Open the Billing Settings by clicking Billing→ Advanced→ Settings

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Module from the navigation menu

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From Configuration, go to the Settings page.

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The Billing Settings page is where you can The admin will be guided to a page where he will be able to customize and configure tabs in the module such as entities, invoice templates, and more.

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Entities:

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Under Entities Settings, you can set up existing entities, create new ones, or import entity settings.

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Users can switch Entities from the drop-down list on the top right of the billing menu.

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Additionally, Entity Settings can be imported from one Entity to another.

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The Petty Cash to User mapping displays each User along with their authorized accounts. You can also modify the permitted accounts directly from this report.

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Partners:

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Enable the partner commissions tool 

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Determine the partner expenses account

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Customize the partner statement templates.

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Invoices:

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• Setup & Configuration: The user will be able to activate discounts in invoices, taxes, expense values, invoice items, invoice language, module languages, billing currency, and user rates.
• Users Rate per Hour: Displays the users with their corresponding financial details such as user rate per hour, yearly billable target value, and working days per year.
• Default Exchange Rate: The Exchange Rate will typically display the Entity Currency exchange rate with other defined currencies.
• Time Entries Sales Account: You can choose the time-tracking sales account 
• Advisor Time Entries Sales Account: the account you want to relate to time entries recorded from the advisor portal.
• Account Types Prefix: Add prefixes based on Accounts types.
• Trust Account: Select the Account you want to use for Trust Deposits.
• Money Dashboard: The Manage Boards settings allow administrators to select the appearance of the billing dashboard columns.

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Bills:

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From the bill's section, the admin will be able to determine and configure:

Bill Taxes:

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Customize Bills Templates:

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Bills Approval Center:

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Import Data:

Here you can import Journals to the Billing module. 

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For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

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