Answer
Nov 12, 2016 - 01:46 PM
Billed to Entities can only be added by Company System Adminstrators and Tracker Coordinators.
To add a new Billed to Entity:
1. Mouse over the Navigation Panel and click Settings
2. Click on All Matter Fields & Help Files under the Matters Setup section.
3. Scroll to the bottom of the page. Under the Invoice Processing Information section click [edit values] next to Billed to Entity under the 'Field Type' column.
4. Cick New Value.
5. Complete the required fields and click Save & Close
To add a new Billed to Entity:
1. Mouse over the Navigation Panel and click Settings
2. Click on All Matter Fields & Help Files under the Matters Setup section.
3. Scroll to the bottom of the page. Under the Invoice Processing Information section click [edit values] next to Billed to Entity under the 'Field Type' column.
4. Cick New Value.
5. Complete the required fields and click Save & Close
