AdvologixPM

AdvologixPM Setup: Beginning (Matter) Balances

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Used initially to establish the historical total Billed to Date for each Matter.  

Billing Setup

Navigate to the AdvologixPM Setup tab, then the Billing Setup menu, and select Beginning Balances.

Beginning Balances List

Navigate to the grid of Matters and enter the appropriate value in the last column under Beginning Balance Amount.

Beginning Balances List
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