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Page in Tracker | Opening the Calendar |
|---|---|
From Home , then Accruals schedule | Opens the accruals calendar for the current fiscal year.
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From Users , then Company Profile | In the Unbilled Amounts(Accruals) Requirements section, select Accruals calendar of events next to Frequency of Accrual Periods or When are unbilled amounts due? . |
From an open matter | From the matter's Profile tab, select Accruals calendar of events . |
Field | Description |
|---|---|
Events | Unbilled Amount indicates accruals are due. None indicates no accruals are due.
note
If Accruals are enabled mid-year, prior months may show None until the next fiscal year begins. |
Firm Input START | The 1st day that firms or vendors can enter information for that month. On the day specified here:
|
Firm Email REMINDER | A reminder email will be sent to Firm Primary/Secondary Billing Contacts, Firm users identified with All Matter Access, Firm Lead/Back-up System Administrators. |
Firm Input DUE | The date by which the firm or vendor is requested to complete the incomplete tasks.
note
Vendors can't post unbilled time after this date. |