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The Player tab in the Matters Edit Mode allows you to track individuals and entities that are associated with a matter. Information entered here will display in a read-only grid on the Related Matters tab of the entity or person listed as a player.
In the Invoices module, people and entities must be assigned as players in a matter before they can be listed as approvers or selected as a vendor. In addition, the chargeback information entered on this tab becomes the default value in the Invoice Allocations subtab.
Fields
Player – The name of the person who is a player for the matter.
Player Type – A classification for the player.
Role – The function of the player for the matter.
Start Date – The beginning date for the player's involvement with the matter.
End Date – The ending date for the player's involvement with the matter.
Primary Phone – The phone number for the player. This information is retrieved from the contact information for the person or entity.
Primary E-mail – The e-mail address to contact the player. This information is retrieved from the contact information for the person or entity.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Approval Amount – The amount the player can approve on invoices.
Approval/Review Order – The order in which the player will be sorted for approval of the invoice.
Approver/Reviewer Status – An indication that the player is an approver of invoices.
Billing Method – The type of billing (such as Hourly Rate).
Billing Rate – The rate at which the player bills for the matter.
Chargeback – An indication of whether the player’s services are charged back to an account.
Chargeback Account 1-3 – The accounts to which the player’s billings are charged.
Chargeback Percent – The percent allotted to each chargeback account for the player’s billings.
Conversion Approval Amount – The approval amount expressed in a currency other than the entity’s base currency.
Conversion Rate – The rate used to convert the amount of approval to the currency type of the company.
Currency Type – The currency in which the approval amount is expressed.
Primary Contractor – The name of the entity for which the player bills time.
Buttons
New – Click to create a new item in the grid.
Delete – Click to remove the selected item.
Jump – Click to open the People module with information concerning the selected player.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.