Problem
You can create a Draft Bill but can't create an Interim or Final Bill
Solution
To create an interim bill, you will need to:
- Have an authorisation limit that is greater than or equal to the value of the fees + disbursements that you are trying to bill As set against your user in Security > Maintain User > Modify User:
- AND deletion rights to File Class X
OR
Amendment rights to File Class X; AND- Is the Partner for the Matter; OR
- Is the Lawyer for the Matter; OR
- Is a delegated user of the Matter Partner; OR
- Is a delegated user of the Matter Lawyer.
Deletion and Amendment rights are set against the default users (eg DEF1) that the user is a member of via the File Classes tab. IMPORTANT: Do not make changes to File Class security without understanding what you are doing as they could "break" access to LawMaster for everyone! |
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