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- Legal Billing & Time Tracking
- Process
- Document preparation
Document preparation
Take a financial document from draft to a reviewable revision.
Step by step
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Prepare document Accounting Preparer
The Accounting Preparer enters the number, owner, organization, amount and counterparty on the document.
- Record number, owner, amount and counterparty
- Updates Accounting documents
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Confirm counterparty Accounting Preparer
The Accounting Preparer checks the partner code, active state and eligibility note within the same organization.
- Check active scope and eligibility
- Updates Business partners, Organizations
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Collect evidence Accounting Preparer
The Accounting Preparer links numbered detail and supporting attachments to the current parent record.
- Link supporting detail to the parent
- Updates Document lines, Record attachments
Who does what
Roles and permissions- Accounting Preparer
- Prepares and supplies records; Accounting Reviewer makes independent decisions; Finance Lead investigates account exceptions; Auditor reads the evidence; App Administrator maintains organization setup.
Set up Legal Billing & Time Tracking your way.
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