Clicking on this icon toggles between blue and grey. If this icon is grey, this field becomes optional. If this icon is blue, this means this is a required field to be filled out. To move your custom field around in the list. Please note: Custom fields at the user level can be edited by the individual user.įor a guide to the icons shown on this screen, see below: This standardizes your law firm’s billing run, and lets your firm members quickly bill for services rendered. You can create billable activity and expense types, and set custom rates for each item. Bill4Time supports both hourly and flat fee billing rates. If you choose "List" you will be able to click the icon to the right to add your fields or edit them at any point. Bill4Time includes features that accelerate the billing and invoicing process. To select the type of data this field will capture, select an option from the drop-down menu and click the "Save" icon to save this field.įor example, if you wanted to add a Date of Birth field to your Clients, write "Date of Birth" or "DOB" into Client Field Label and choose Date as your selection. Its online billing and invoice management features lets you create customized invoices quickly with the option of using. Please contact your System Administrator for assistance.)įrom here, click the "Add Custom Field" button (in the area/category you'd like to add it) and enter your Field Label. (Note: If you do not see the "Settings option", this means you do not have access to this area of the account. To set this up in your account, click on your name in the top right-hand corner of the screen and select "Settings" in the drop-down menu. Ensure tasks are completed with due dates. Designate high, medium, or low priorities and delegate to individual firm members. Create and assign tasks for specific projects. This allows you to enter additional "Text", "Number", "Date", "List", "Client List", and "User List" data, depending on how you configure these fields. Bill4Time designed a task management solution to help operate your firm more efficiently. With this feature enabled, additional customizable fields can be added at the User Profile level, Client profile, Project/Matter profile, Time Entry screen, Expense Entry screen, and Invoice Details page. "Custom Fields" are a unique feature available to accounts with the Enterprise Add-On.
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