Toolbox: Fee Analysis History

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    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:


    • 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

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