Action item | Description |
|---|---|
Unbilled amounts | If your client turned on the Accruals module, unbilled amounts are due either monthly, quarterly, or at the end of the client's fiscal year. Unbilled amounts due alerts are shown for any user with a system role of Firm Administrator or Firm User + Billing. |
Document reviews | If you're an editor or administrator on a matter and any matter participant posts a document with a request for review, an alert appears in your Action items.
note
Document request for review alerts can't be sent to individual matter participants, they are always sent to all matter editors and administrators. |
Jobs | If you initiate a matter bulk update or invoice update, you can continue to work while the job runs in the background. This alert shows a summary of the completed jobs started within the last 120 days. You can select this link to open the jobs Notifications page. |
Profile incomplete | If you're a Matter Editor or Matter Administrator, you'll see this alert.
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Pending budget | If you're a Matter Editor or Matter Administrator, you'll see this alert. If a budget is required for a matter, the Pending Budget column shows the number of days the budget is overdue. Select a hyperlink to open the matter to the Budget tab.If the budget type is Monthly, you receive a new alert before each fiscal year for which you have not yet completed a budget. Invoices posted by your firm receive a status of Delivery on Hold if a budget has not been submitted yet, and invoices will not post to your client's database until the task is complete. An alert also appears in this column if the company has modified the budget and a review is required. On the Budget tab, you must acknowledge the changes to the budget. |
Status due | If you're a Matter Editor or Matter Administrator, you'll see this alert. If a monthly status report is required, an alert appears here showing the number of days overdue. Select a hyperlink to open the matter to the Status tab.Invoices posted by your firm will receive a status of Delivery on Hold if a status report is due and has not yet been submitted, and invoices will not post to your client's database until the task is complete. |
Invoice alert | If you're a Matter Editor or Matter Administrator, you'll see this alert. This field indicates that your client has rejected or reduced an invoice that was posted to the matter. |
Document unreviewed | If you're a Matter Editor or Matter Administrator, you'll see this alert. If any matter participant posts a document with a request for review, you'll receive an alert. Document request for review alerts can't be sent to individual matter participants. They are always sent to all Matter Editors and Matter Administrators. |