Setting up UTMBS
Step 1 - Global Settings
Step 2 - Defaulting the timekeeper codes for the user
Step 3 - Enabling UTBMS/LEDES per matter
Step 1 - Set your Global Billing Settings
Admin > Billing & scroll down to LEDES Defaults
Here you will set your global defaults for your LEDES billing file.
Simply update with your default values or leave blank and Actionstep will default the values as described under the question mark help icon.
Step 2 - Defaulting the timekeeper codes for each user
You can default the timekeeper codes for each login/user within Actionstep.
Click on Admin > Users & Permissions > then edit an existing user and select the appropriate timekeeper code. This will default on the time record code.
Step 3 - Set Enable UTBMS/LEDES E-Billing on your matter
UTBMS/LEDES billing is off by default and you will need to enable it per matter you require it enabled for.
With the matter, click on the Calculator option then click on Matter options
2 - Choose the File Format of your E-Bill as required.
3 - Choose default options
The rest of the options should default from the settings set globally or the defaults provided by Actionstep. To see these defaults just click on the Question mark next to the label.
Now click save to complete the enabling of UTBMS/E-Billing