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- Legal Billing & Time Tracking
- Frequently asked questions
Questions, answered
Answers for teams planning a reviewed accounting cycle.
Legal Billing & Time Tracking
9 questions
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How do I get started?
Click Get started, then use Proto to configure Legal Billing & Time Tracking for your business. Pilot one organization, a reviewed document and one account reconciliation cycle.
Who prepares accounting documents?
An Accounting Preparer owns a draft and links the counterparty, amount, lines and attachments.
Who decides a document revision?
An independent Accounting Reviewer records a decision, reason and time against the revision under review.
Can an administrator approve financial work?
App Administrator maintains organizations, partners and membership; financial decisions belong to the reviewer.
How are journal movements represented?
Debit and credit journal lines link a document to ledger accounts. Check that the legs balance and the effect is recorded.
What makes a movement match?
The account, exact amount and confirmed occurrence date must agree with the linked document.
What happens to a discrepancy?
The item remains unmatched or becomes an exception for Finance Lead investigation, with its source identifier retained.
How can an auditor review the cycle?
Auditor access follows documents, attachments, decisions, receipts, journal lines and reconciled items without editing them.
How do I plan a pilot?
Use the implementation plan and rehearse both an accepted case and a deliberately rejected case.
Set up Legal Billing & Time Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.