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Toolbox: Fee Analysis History

Last modified 08:03, 24 Apr 2017

Toolbox: Fee Analysis History Option

When you drag the Fee Analysis History option from the Toolbox, you see the Full Analysis History window. The information in the window is similar to the Full Billing History window available in the Client Page: Bills tab.

Right-click the window to show the pop-up menu to sort by Billing Employee, Partner, Client Manager, Client Office, Client Department or Office.

The Full Billing History window shows:

File:dirname/pm/010_Overview/070_Toolbox+Options/110_Toolbox%3A+Fee+Analysis+History/Gen_Toolbox_FeeDim_window.gif

  • posted bills where you need to allocate dimensions to fees

  • reversed bills where you need to reallocate dimensions to fees

  • standing orders where you need to allocate dimensions to fees.

To set up to use the Fee Analysis History Option, you need to:

Customise your Home Page

Set up the Fee Dimension criteria

Create a new Configuration key

Set up Task Permissions

Related topics

How to customise your Home Page

About the Toolbox

How to allocate dimensions to fees


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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