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Tip of the Month

March 2008

How to create an interim fee for a new client with new matter and notimesheets created. i.e. zero NET WIP.

1. The user must first have the appropriate rights to do Interim fees – This can be setup in Joe Admin (by the system administrator)

2. The fee must be raised via the Client Console or the Matter Console by selecting theFee Activity module from the left hand slider.

3. When the following screen appears, select the hyperlink ‘To View zero value matters,click on this link’.

3. Select the ‘Raise Fee’ icon…

4. The following screen will appear. Ensure you place a tick in the ‘Include Matters withZero WIP’ check box and click ‘NEXT’ and choose the Fee Approvals if required

5. Once back in the Fee Console, select the ‘View’ menu and choose Interim Summary…

6 The Interim Column now appears, allowing you to enter data.

7. Enter the Interim Amount and proceed as usual.