I have to use published LEDES billing codes for "billable activities" for legal services for my privately retained matters. I also have to use a different list of state approved billing activities for court appointed cases. I need these activities present in Projects, Books, and People with the hourly price modifiable by the role of the user working on any given project using LEDES or an alternative activities list such as what is required by different court programs for court appointed lawyers, with variable hourly rates based on the user's role; i.e. for principal lawyer, associate lawyer, law clerk, paralegal, legal assistant, etc. I assume these different "billable activities" lists would be the equivalent of a "price book" or maybe just different picklists of activities depending on whether the matter is private or appointed. To complete any given task in Projects may require one or several different billable activities from the appropriate activities list. Can this be done so that these set billable activities are able to be selected in a Projects timesheet under each discrete task and show up in Books appropriately, showing how much money is owed but not invoiced yet, how much is owed on matters invoiced, how much of the client's retainer is still available, etc.?
Unable to change the customer name in the projects even after cancelled the sales invoice generated - pls advise how to change the customer name in projects and subsequently invoicing to the new updated customer
Thank you this is great. What structure would you recommend for a construction company? Id like to create a project proposal, once converted be able to manage tasks (labor and materials) and associate cost but not based on hours. Either purchase orders or subcontractors cost per line item. Is that possible?
Is each consultant a new user? Max 10 users is a huge constraints.
I have to use published LEDES billing codes for "billable activities" for legal services for my privately retained matters.
I also have to use a different list of state approved billing activities for court appointed cases.
I need these activities present in Projects, Books, and People with the hourly price modifiable by the role of the user working on any given project using LEDES or an alternative activities list such as what is required by different court programs for court appointed lawyers, with variable hourly rates based on the user's role; i.e. for principal lawyer, associate lawyer, law clerk, paralegal, legal assistant, etc.
I assume these different "billable activities" lists would be the equivalent of a "price book" or maybe just different picklists of activities depending on whether the matter is private or appointed.
To complete any given task in Projects may require one or several different billable activities from the appropriate activities list. Can this be done so that these set billable activities are able to be selected in a Projects timesheet under each discrete task and show up in Books appropriately, showing how much money is owed but not invoiced yet, how much is owed on matters invoiced, how much of the client's retainer is still available, etc.?
Unable to change the customer name in the projects even after cancelled the sales invoice generated - pls advise how to change the customer name in projects and subsequently invoicing to the new updated customer
Thank you this is great. What structure would you recommend for a construction company? Id like to create a project proposal, once converted be able to manage tasks (labor and materials) and associate cost but not based on hours. Either purchase orders or subcontractors cost per line item. Is that possible?
Cristian - can you please email us at info@marksgroup.net to discuss this further?
How can we add manpower cost in projecta