Accruals Calendar
The accruals calendar shows due dates for the current fiscal year for accruals (unbilled amounts). Due dates for accruals are separate from due dates for budgets and status reports, which are managed separately in the Budget Calendar. For example, if a status report and budget are due in the same month, they have the same due dates. However, accrual due dates are sometimes separate if unbilled amounts are due after the end of the month.
Opening the Accruals Calendar
There are several ways to open the accruals calendar:
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 . |
Fields
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:
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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. |