Objectives
- Configure the Money Module
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- Billing Settings
Steps
From the main menu of the money module, upon clicking on the advanced, a drop-down list will appear, click on 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.
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 in App4Legal have independent money billing transactions. They could perfectly reflect branches of a firm. Every Entity has its own Name, Fiscal Year Starts On and a Base Currency.
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Users can switch Entities from the drop-down list on the top right of the Money billing menu.
- Import Entity Settings: Entity Settings can be imported from one Entity to another.
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- Petty Cash to User mapping: It is a report that shows every User and what accounts is allowed to see. The report also allows editing the Allowed Accounts.
From the money billing section, the admin will be able to manage and customize information such as module languages, money billing currency, user rates, exchange rates and more.
- Setup & configuration: The user will be able to activate discount in invoices, taxes, expenses values, invoice items, invoice language, module languages, money billing currency and user rates
- Users Rate per hour: It is a grid that displays all the user of the Related User Groups that are set in the Default Values.
- Default exchange rate: Currencies that are defaulted in the Default Values will appear. The Exchange Rate will typically display the Entity Currency with other defined Currencies.
- Time tracking Sales Account: You can choose the time tracking sales account and manage the Invoice number prefix, set account number prefix for Account types and choose the Trust Account.
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For the manage Board section, the admin will be able to select the columns of the money billing dashboards.Anchor
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For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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