This menu will be used to set up your billing details and preferences .
Select the AdvologixPM Setup Menu
Select the Advologix Billing Setup option.
Complete the Firm-Wide Billing Setup Options
Taxpayer ID
Allows you to Pre-enter your Taxpayer ID
Minimum Time Quantity (In Hours)
The smallest increment of time that can be billed.
Minimum Expense Quantity
The smallest unit that can be collected.
Batch Email Template
Select the email template used for Account Statement Emails (See: Mailing Account Statements)
Do Not Automatically Generate a PDF for New Invoices
By Default, all new invoices will have a PDF generated automatically. Enable this option to prevent the PDF from being generated by default. NOTE: The PDF can be generated manually at any time.
Time Rounding
Time is rounded up, to the nearest selected half, quarter or tenth hour.
Default Invoice Template
If not selected to be overridden at the Matter level, this selection represents the default Invoice Template for invoice preparation.
Global Account Statement Config
If not selected to be overridden at the Account, this selection represents the default Account Statement Template for statement preparation.
Click Save to store your changes