Related Topics Getting Started Related Topics Getting Started
The Invoices Edit Mode allows you to make changes to the selected invoice record.
Tabs
Not all tabs and fields are available for all users or all records; they are dependent on the unique configuration specified by your System Administrator and the access rights granted to your user identifier.
Base Info – Maintains basic invoice information. Invoices can be discounted, rejected, approved, and posted from this tab.
DMS – If a document management system is being used to maintain your company's electronic documents, this tab provides access without leaving eCounsel. No link exists between this tab and the Documents tab.
Documents – Provides an area to link documents related to an invoice.
Matter – Provides an area to track information about the matter or matters associated with an invoice. Line items, allocation, and approval information is managed through subtabs.
Summary – Summarizes invoices and facilitates cost management.
User Fields – This tab is specific to your organization and is set up by the System Administrator.