System Configuration Settings

Advanced Billing

Bill Configuration

Discount % Type

Determines what type of billing entries an invoice level discount applies to: 1 = Time, 2 = Expense, 0 = Both)

Number

Advanced Billing

Bill Configuration

Left Margin

The margin width on the left-hand side of the invoice in points (pt.).

Number (pt.)

Advanced Billing

Bill Configuration

Right Margin

The margin width on the right-hand side of the invoice in points (pt.).

Number (pt.)

Advanced Billing

Bill Configuration

Top Margin

The margin width on the top of the invoice in points (pt.).

Number (pt.)

Advanced Billing

Bill Configuration

Bottom Margin

The margin width on the bottom of the invoice in points (pt.).

Number (pt.)

Advanced Billing

Bill Configuration

Collect Tax?

Collect Tax on invoices.

Checkbox

Advanced Billing

Bill Configuration

Width of Generated Invoices when viewed in Browser

Width of the invoice page when viewed in the browser.

Number (pt.)

Advanced Billing

Bill Configuration

Group Payment Distributions?

If true, a single line item will be shown on the invoice regardless of the number of invoices that payment is distributed to. If false, individual line items will be shown for each payment distribution.

Checkbox

Advanced Billing

Bill Configuration

Do not group Staff Summary by Rate

If true, staff rates will be shown with a weighted average rate. When false, each different rate for a single timekeeper will have its own line.

Checkbox

Advanced Billing

Bill Configuration

Print Cover Page

Print a cover page with the regular invoice body.

Checkbox

Advanced Billing

Bill Configuration

Include Expense Summary

Include Expense Summary on the invoice.

Checkbox

Advanced Billing

Bill Configuration

Include Remittance copy

Include Remittance copy on the invoice.

Checkbox

Advanced Billing

Bill Configuration

Include Matter Statement of Account

Include Matter Statement of Account at the end of the invoice.

Checkbox

Advanced Billing

Bill Configuration

Use Previous Balance

Use Previous Balance of the most recent invoice for the matter when calculating final balance of the current invoice.

Checkbox

Advanced Billing

Bill Configuration

Include Timekeeper Summary

Include Timekeeper Summary on the invoice.

Checkbox

Advanced Billing

Bill Configuration

Include Trust Accounts

Include Trust Account transactions on the invoice.

Checkbox

Advanced Billing

Bill Configuration

Show Payment Footer

Checkbox

Advanced Billing

Bill Configuration

Show Zero Payments

Checkbox

Advanced Billing

Bill Configuration

Default Invoice Template

Unless otherwise specified on the Client, Matter or Invoice, the invoice

Text

Advanced Billing

Bill Configuration

Field on Billable Item to appear on bill

Field ID

Advanced Billing

Bill Configuration

Case Label

Text

Advanced Billing

Bill Configuration

Footer Message

Footer Message to appear at the bottom of the printed invoice.

Memo

Advanced Billing

Bill Configuration

Invoice Logo Image Path (Hosting Server)

File Path in the Hosting folder where the invoice logo is contained.

Text

Advanced Billing

Bill Configuration

Print PRE-BILL on Printed, Un-posted Invoices

Use a different template for Pre-Bills, differences between pre-bill and final bill can be configured in the invoice template.

Checkbox

Advanced Billing

Bill Fields

Bill-to Address Lookup Item Type

Item type of the lookup field on the invoice record.

Item Type Drop-Down

Advanced Billing

Bill Fields

Bill to Address Lookup Field on Invoice

Lookup field on the invoice that should be used to determine the record from which to pull the bill-to address.

Field Type Drop-down

Advanced Billing

Bill Fields

Bill to Address on Billed Record

Field on the record linked to the invoice through the designated lookup field.

Field Type Drop-down

Advanced Billing

Bill Fields

Bill to Company Item Type

Item type of the field that shows at the top of the invoice as the addressee

Item Type Drop-Down

Advanced Billing

Bill Fields

Bill to Company Field

Field that shows at the top of the invoice as the addressee

Field Type Drop-down

Advanced Billing

Bill Fields

Bill to Company Name

Text that shows at the top of the invoice as the addressee

Field Type Drop-down

Advanced Billing

Bill Fields

Bill to Contact Item Type

Item type of the field that shows at the top of the invoice as the addressee

Item Type Drop-Down

Advanced Billing

Bill Fields

Bill to Contact Field

Field that shows at the top of the invoice as the addressee

Field Type Drop-down

Advanced Billing

Bill Fields

Bill to Contact Email Address

Replaced by Email recipients field on Clients/Matters.

Field Type Drop-down

Advanced Billing

Bill Fields

Bill to Contact Name

Bill to Contact Name

Field Type Drop-down

Advanced Billing

Bill Fields

Bill to Contact Phone Number

Bill to Contact Phone Number

Field Type Drop-down

Advanced Billing

Company Info

Firm Name

Firm name to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Address Line 1

Firm Address Line 1 to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Address Line 2

Firm Address Line 2 to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Address City, State, ZIP

Firm Address City, State and Zip Code to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Phone Number

Firm Phone Number to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Email Address

Firm email address to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Website

Firm website to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Tax ID

Firm Tax ID to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Bank Name for Payments

Firm Bank Name for Payments to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Bank Account Name for Payments

Firm Bank Account Name for Payments to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Bank Account Number for Payments

Firm Bank Account Number for Payments to show on the printed invoice.

Text

Advanced Billing

Company Info

Firm Bank Account Routing Number for Payments

Firm Bank Account Routing Number for Payments to show on the printed invoice.

Text

Advanced Billing

Field Settings

Billable Item Lookup Field (Invoice)

Field on the invoice that pertains to the main billable item type (Matter).

Field Type Drop-down

Advanced Billing

Field Settings

Billable Item Lookup Field (Payment Distribution)

Field on the Payment Distribution that pertains to the main billable item type (Matter).

Field Type Drop-down

Advanced Billing

Field Settings

Billable Item Lookup Field (Billing Entry)

Field on the Billing Entry that pertains to the main billable item type (Matter).

Field Type Drop-down

Advanced Billing

Field Settings

Billable Item Lookup Field (Payment)

Field on the Payment that pertains to the main billable item type (Matter).

Field Type Drop-down

Advanced Billing

Field Settings

Contact Lookup (Invoice)

Field on the invoice that pertains to the billing contact.

Field Type Drop-down

Advanced Billing

Field Settings

Invoice Status Lookup

Field on an invoice that defines the invoice status (used for posting)

Field Type Drop-down

Advanced Billing

Field Settings

Billable Item Lookup Field (Credit)

Field on the credit that pertains to the main billable item type (Matter).

Field Type Drop-down

Advanced Billing

Field Settings

Billable Item Lookup Field (Refund)

Field on the refund that pertains to the main billable item type (Matter).

Field Type Drop-down

Advanced Billing

Field Settings

Billable Client (Parent item)

System level billable client item type.

Field Type Drop-down

Advanced Billing

Field Settings

Billing Entry Billable Object Client Field ID

Field ID

Advanced Billing

Field Settings

Billing Entry Invoice Status Field ID

Field ID

Advanced Billing

Field Settings

Staff Category Field (Billing Entry)

Field on a billing entry that defines the staff category to be used.

Field Type Drop-down

Advanced Billing

Field Settings

Client Lookup Field (Billing Entry)

Field on a billing entry that defines the Client lookup to be used.

Field Type Drop-down

Advanced Billing

Field Settings

Company Lookup Field (Billing Entry)

Field on a billing entry that defines the Company lookup to be used.

Field Type Drop-down

Advanced Billing

Field Settings

Billable Item Lookup Field (Transfer)

Field on the transfer that pertains to the main billable item type (Matter).

Field Type Drop-down

Advanced Billing

Field Settings

Due Date Field on Invoice

Due Date Field on Invoice to show on the printed invoice.

Field Type Drop-down

Advanced Billing

Field Settings

Terms Field

Field Type Drop-down

Advanced Billing

Field Settings

Additional Field IDs (Invoice)

Field ID

Advanced Billing

Field Settings

Additional Fields (Invoice)

Field ID

Advanced Billing

Generate Bills

Start/End Date Behavior

Determines how the Start Date and End Date fields on an invoice are set. Possible values include 0 (default, use the billing date range) and 1 (use the billing entry dates)

Number

Advanced Billing

Generate Bills

Auto-Number Statements

Determines whether statements (invoices with no line items) should be auto-numbered like invoices are.  Values: Zero (default, set # to zero), False (blank number), True (auto-number)

Checkbox

Advanced Billing

Generate Bills

Invoice Date Range

Determines how we adjust the invoice dates, i.e. set to the first and last of the month=4 (default), quarter=5, year=6

Number

Advanced Billing

Generate Bills

Allow Generation of Multi-Matter Invoices

Determines whether the "Group by Client" checkbox shows up when generating bills.  Values: checked, unchecked, dontshow

Text

Advanced Billing

Invoice Home

Allow Invoice Grid to be filtered by Client

Show a "Client" filter on top of the invoice's grid homepage.

Checkbox

Advanced Billing

Invoice Home

Allow Invoice Grid to be filtered by professional

Show a "Professional" filter on top of the invoice's grid homepage.

Checkbox

Advanced Billing

Payments

Client Lookup Field (Payment)

Field on the Payment that pertains to the Client.

Item Type Drop-Down

Advanced Billing

Payments

Allow Unapplied Client Payments

Checkbox

Advanced Billing

Payments

Allow unapplied Vendor Payments

Checkbox

Advanced Billing

Payments

Client Label (Payment Dialogue)

Text

Advanced Billing

Payments

Vendor Label (Payment Dialogue)

Text

Advanced Billing

Production and Origination

Billing Partner Field

Billing Partner Field on the Billable Item.

Field Type Drop-down

Advanced Billing

Production and Origination

Lead Attorney Field

Lead Attorney Field on the Billable Item.

Field Type Drop-down

Advanced Billing

Production and Origination

Originator Field

Originator Field on the Billable item (replaced by new Originators section).

Field Type Drop-down

Advanced Billing

Production and Origination

Use Partners

Checkbox

Configuration

Accounting

Vendor Bill View

NULL

Configuration

Integrations

Connect QuickBooks?

Turn on and off the QuickBooks online Integration.

Checkbox

Configuration

Integrations

QuickBooks Production Mode

Turn the QuickBooks Online Integration on Production mode.

Checkbox

Configuration

Integrations

QuickBooks Logging?

Turn on QuickBooks Online integration logging. Should only be on for troubleshooting.

Checkbox

Configuration

Integrations

Enable Career Builder

Turn on Career Builder integration.

Checkbox

Configuration

Integrations

Enable Data.com

Turn on Data.com integration.

Checkbox

Configuration

Integrations

Enable Google Maps

Clicking address links opens the address in Google maps.

Checkbox

Configuration

Lookups

Lookup Fields are a contains search

If true, when searching using a lookup field, results will be based on contains. When False, results will be pulled as a “starts with” search.

Checkbox

Configuration

Lookups

Max # of Rows Returned in Lookups

Maximum number of results returned when searching in a lookup field.

Number

Configuration

 General

Batch Deletion Size

Number

Configuration

 General

Max Number of Deletions Allowed

Maximum number of records that can be deleted at a single time.

Number

Configuration

 General

Paging Size

Number

Configuration

 General

Import Time Out

Number (Seconds)

Configuration

 General

Max Recent Items

Maximum returned records on the Recents tab.

Number

Configuration

 General

Mobile Timeout (seconds)

Number of seconds of inactivity in the mobile app before passcode re-prompt.

Number (Seconds)

Configuration

 General

Default Email Reminder Time (Minutes)

When enabled, default number of minutes before an activity that a reminder email is sent.

Number (Minutes)

Configuration

 General

Reminders include iCal file

Include the iCal file in the reminder email.

Checkbox

Configuration

 General

Reports Page Size

Number

Configuration

 General

Disable .docx conversion

Checkbox

Configuration

 General

Show Billing Tab

Checkbox

Configuration

System

Permission Required for Access to System Config Settings

Text value that determines what permissions are needed to access the System Configuration section.

Text

Security

Password Validation Regex

NULL

Security

Password Validation Description

Required components for new password creation.

NULL

Security

Lock-out Time

Amount of time a user is locked out when they surpass the number of allowable login attempts in a given period of time.

Number (Seconds)

Security

# Failed Logins before Lock-out

Maximum number of failed login attempts before the user is locked out of their account.

Number

Security

Login Time Span

If a user reaches their maximum number of login attempts in this amount of time, their account will be locked out. If the time required to reach the maximum number of login attempts is greater than the span, then the user will not be locked out.

Number (Seconds)

Timekeeping

Default Billing Rate

Default rate for billing time if the user does not have a billing rate assigned.

Number ($$)

Timekeeping

Hide User Rates

Hide the rate from non-billing users on the time sheet.

Checkbox

Timekeeping

Hide Totals of billing entries from non-manage billing users.

Hide Totals of billing entries from non-manage billing users.

Checkbox

Timekeeping

Show Timekeeping tab in Mobile

Show Timekeeping tab in Mobile application if available.

Checkbox

Timekeeping

Timesheet Timer Rounding (Hours)

Rounding defaults when using the timer function in the timesheet.

Number (Hours)

Timekeeping

Timesheet Timer Rounding Method

NULL

Timekeeping

Timer Adjusts Billable Hours?

If true, billable hours will increase along with actual hours when running a timer.

Checkbox

VOIP

Configuration

Server URI

Text

VOIP

Configuration

Server Port

Text

VOIP

Configuration

Username

Text

VOIP

Configuration

Password

Text

VOIP

Configuration

Enabled

Checkbox

VOIP

Fields - Call

Account Site

Field Type Drop-down

VOIP

Fields - Call

Employees

Field Type Drop-down

VOIP

Fields - Call

Industry

Field Type Drop-down

VOIP

Fields - Call

Ownership

Field Type Drop-down

VOIP

Fields - Call

Revenue

Field Type Drop-down

VOIP

Fields - Call

URL

Field Type Drop-down

VOIP

Fields - Candidate

Fax

Field Type Drop-down

VOIP

Fields - Candidate

Home Phone

Field Type Drop-down

VOIP

Fields - Candidate

Mobile

Field Type Drop-down

VOIP

Fields - Company

Account Site

Field Type Drop-down

VOIP

Fields - Company

Address

Field Type Drop-down

VOIP

Fields - Company

Employees

Field Type Drop-down

VOIP

Fields - Company

Industry

Field Type Drop-down

VOIP

Fields - Company

Ownership

Field Type Drop-down

VOIP

Fields - Company

Phone

Field Type Drop-down

VOIP

Fields - Company

Revenue

Field Type Drop-down

VOIP

Fields - Company

Status

Field Type Drop-down

VOIP

Fields - Company

URL

Field Type Drop-down

VOIP

Fields - Contact

Account Site

Field Type Drop-down

VOIP

Fields - Contact

Address

Field Type Drop-down

VOIP

Fields - Contact

Company Lookup

Field Type Drop-down

VOIP

Fields - Contact

Email Address

Field Type Drop-down

VOIP

Fields - Contact

Employees

Field Type Drop-down

VOIP

Fields - Contact

Industry

Field Type Drop-down

VOIP

Fields - Contact

LinkedIn Picture

Field Type Drop-down

VOIP

Fields - Contact

LinkedIn Profile

Field Type Drop-down

VOIP

Fields - Contact

Ownership

Field Type Drop-down

VOIP

Fields - Contact

Fax

Field Type Drop-down

VOIP

Fields - Contact

Phone

Field Type Drop-down

VOIP

Fields - Contact

Home Phone

Field Type Drop-down

VOIP

Fields - Contact

Mobile

Field Type Drop-down

VOIP

Fields - Contact

Revenue

Field Type Drop-down

VOIP

Fields - Contact

Status

Field Type Drop-down

VOIP

Fields - Contact

URL

Field Type Drop-down