Billing

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34 articles in this collection
Written by Dakota Martin and Actionstep Team
Classic Billing

Classic Billing to EBM - Reporting

A quick guide to EBM-specific reports
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Written by Dakota Martin
Updated over a week ago

Classic Billing to EBM - Discontinued Functionality

Descriptions of functions that were available in Classic Billing but have been removed in Enhanced Billing Mode.
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Written by Dakota Martin
Updated over a week ago

Upgrading from Classic Billing to EBM

A resource guide for users upgrading from Classic Billing to Enhanced Billing Mode
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Written by Dakota Martin
Updated over a week ago

Classic Billing to EBM - New Functionality

This article outlines functionality that is only available in Enhanced Billing Mode.
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Written by Dakota Martin
Updated over a week ago

Classic Billing to EBM - FAQ

This article addresses some common questions from previous users of Classic Billing about functionality in Enhanced Billing Mode.
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Written by Dakota Martin
Updated over a week ago

Classic Billing to EBM Navigation - Where is everything?

This article contains changed or equivalent navigation to features in EBM that were available in Classic Billing.
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Written by Dakota Martin
Updated over a week ago

Classic Billing - Accounting Preferences

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Written by Actionstep Team
Updated over a week ago

Rounding and Adjustments in Classic Billing

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Written by Actionstep Team
Updated over a week ago

Raising Credit Invoices (or Orders)

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Written by Actionstep Team
Updated over a week ago

Displaying Line Items (Classic Billing)

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Written by Actionstep Team
Updated over a week ago

Dealing with Retainers to operating account

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Written by Actionstep Team
Updated over a week ago

Matter Accounting Menu

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Written by Actionstep Team
Updated over a week ago

Accounting FAQ

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Written by Actionstep Team
Updated over a week ago