Billing Panel
The Billing panel provides information related to invoices and accruals.
You can quickly submit invoices directly from this panel by clicking the +Import Invoice button located at the bottom of the panel.
For more information, see Importing Invoices.
Invoices are created by law firms after accepting a matter. CounselLink performs the guideline review of the invoices submitted by the law firms and then corporate clients review the invoices. The number of Invoices is displayed along with their status.
Accruals represent estimated amounts for expenses incurred but not yet invoiced by law firms or vendors. The accrual process is managed in one place within CounselLink.
You can perform Accrual and Invoice searches by clicking the Search link located at the top of the Billing panel. This takes you to the Invoice Search screen where additional actions may be performed.
Invoice Panel Links
The links in the invoices panel will take you to the search page with that specific filter.
Invoices
Click this link | To view |
---|---|
Action Required for Collaborative Review |
A list of invoices that were adjusted by the corporate client while using the collaborative review feature. Action is required by your firm before these invoices can be finalized. |
Inactive / Incomplete | A list of invoices that have been started but have not been sent to the corporate client. |
On Hold | A list of invoices that are ready to be sent to the client, but because of a pending matter status, the invoice cannot be sent. For example, a final invoice may be ready to be sent but is waiting on the client to close the matter. |
Scheduled | A list of invoices that are created prior to a pre-set billing day will be held in this status. Some clients require that invoices are only sent during certain time periods. Invoices in this queue can be edited within CounselLink. |
Rejected by Billing Guidelines Review |
A list of invoices sent to the client but automatically rejected by the their billing guidelines. |
Rejected by Client | A list of manually rejected invoices from the client. |
Adjusted and Approved by Client | A list of adjusted invoices approved by the client within the last 60 days. |
Accruals
Click this link | To view |
---|---|
Submitted | A list of accruals that are submitted to the client. |
Requested | Accruals that are requested by the client. |
Proceed to the following topics for more information: