1) To access the Flat Fee sub-module, click on “Finances” menu from top main menu, then click on “Flat Fees” from dropdown as shown below:
2) The system will navigate the user to the Flat Fees sub-module page as shown below:
3) The Flat Fees sub-module page consists of six parts: Label 1, Label 2, Label 3, Label 4, Label 5 and Label 6.
- Label 1 – this is the button for adding new flat fees.
- Label 2 – this shows the flat fees amount summary.
It displays the flat fees information as follows:
- All Flat Fees
- Billable
- Unbilled
- Not Billable
- Label 3 – this shows the expenses list summary.
It displays the following information:
- Item
- Client
- Matter
- Status
- Created At
- Billed By
- Amount
- Label 4 – this is the search bar function
- This function enables user to search items within the flat fee list.
- To do a search, type in the item keyword in the search bar.
- The list will directly filter the flat fee list items according to the searched keyword as shown below:
- The function will instantly filter the flat fee list information with the entered keyword according to information within the flat fee list.
- Keywords not found within the flat fee list will display message “No matching records found”.