Contents

Index

Search

.Net Framework     installation verification     MSI package download access roles, defined accessing reports accessing screens, problems with Acknowledge and Ignore button actions on an invoice, performing (Active Invoices) Active Invoices     accessing     Action list options     adding data columns     data column descriptions     data filters     ebilled status information     overview     rejected status information     tracking tools Active Invoices Reports     accessing     Active Invoices Summary     Active Invoices Summary by Client     Active Invoices Summary by Status     Active Invoices Summary by User     overview activity codes, mapping Activity Reports     accessing     Activity Transactions     overview     Period Reconciliation by Invoice Date adding a new client adding a new payor for a matter adding data columns (Active Invoices) adjustments, expense adjustments, fee Administrator access role aggregate total payment for multiple invoices alternate expense code maps alternate logon for vendor sites alternate timekeeper title maps assigning user access roles attaching files to an invoice attachments, enabling email batch file: Install_EBillingHubSettings.bat Biller access role billing multiple payors for a matter Billing Reports     accessing     Invoice History     Invoice Lookup by Reference Id     overview     Unposted Prebills Billing Wizard     accessing     attaching files to an invoice     changing the recipient for an invoice     invoice criteria     overview     selecting invoices     Step 1 instructions     Step 2 instructions     Step 3 instructions     Submission Report     synchronizing invoices     Validation Report     viewing status of submitted invoices Billing Wizard configuration     data options defined     display options defined     overview blanket emails calendar tool Certificate Import Wizard, running the changing the ebill recipient for an invoice changing your password changing your user profile choosing an interface theme client extended fields, mapping client list, filtering (Billing Wizard) Client Setup access role client setup, requesting a new Client Setups option clients, list of supported clients, mapping client-specific expense codes map client-specific timekeeper titles map codes: configuring for alternate logon Collections Reports     accessing     Aging A/R Invoices     Average Days to Pay     Collection Status     overview colors, choosing the interface columns, sorting data in combining invoices into one file comments, adding invoice (Active Invoices) Configuration Batch File Configuration menu options configuration prerequisites     user     workstation configuration settings, system ConfigurationTag (extended field) Configure eBilling Vendor Connectivity (Configuration Menu) Configure Profiles options Configure System options Configure eBillingHub (Configuration Menu) Configure Your Workstation (Configuration Menu) configuring     alternate logon for vendor sites     Billing Wizard     client setups     connection string     connection timeout     database connectivity     email attachments     expense codes map     law firm profile     matter arrangement types     root folder     shared ebill folder     task and activity codes     timekeeper titles map     user access roles     user profiles     UTBMS codes     vendor connectivity     workstation setup connection string, configuring a connection timeout, configuring a contacting Customer Support copying a timekeeper titles map copying an expense codes map copying an extended fields map creating a multi-invoice file creating user accounts CSV, exporting report data to Customer Support     how to contact     opening a Support Center ticket     report problem with data importing     request new client setup data options, Billing Wizard database connectivity database provider, configuring a dead status, invoice default expense codes map default law firm location default timekeeper titles map deleting user accounts display options, Billing Wizard Display Profiled checkbox displaying data columns (Active Invoices) downloading eBillingHub security certificates Downloads (Configuration Menu) ebill folder, configuring a shared ebilled information, viewing ebilled status information (Active Invoices) ebilled status, viewing invoices with eBilling Editor (advanced)     access role requirment     accessing     control buttons     editable data     editing tasks, list of     navigation tools     overview eBilling Editor (basic)     access role requirment     accessing     control buttons     editable data     editing tasks, list of     overview     toolbar options eBillingHub     access permissions     configuring     dashboards     Free Form email client     getting started     Home page     interface overview     Internet Explorer permissions     logging in     logging out     menu options     navigation     registry setting     reports     security certificates     themes, setting     URL for login screen     user accounts, creating     workspace tools editable invoice data editing invoices (eBilling Editor advanced) editing invoices (eBilling Editor basic) editing user accounts editing user profiles Editor access role Email History, viewing an email preferences, configuring emails     enabling attachments with     filtering and displaying     forwarding     housekeeping     manually profiling     profiled: defined     relating an invoice to     removing unprofiled     viewing an email's history     viewing attachments for     viewing invoice error reports, viewing Excel, exporting invoice data Excel, exporting report data to expense code map     client-specific     configuring     designating expenses     adjustments to     editable expense data     editing/adding/deleting (Advanced Editor)     editing/adding/deleting (Basic Editor)     splitting among payors exporting invoice data (eBilling Editor) exporting report data extended fields map, copying an extended fields, mapping fees     adjustments to     editable fee data     editing/adding/deleting (Advanced Editor)     editing/adding/deleting (Basic Editor)     splitting among payors file, creating a multi-invoice file, creating a single-invoice files: attaching to an invoice filtering emails filtering the client list (Billing Wizard) filtering the invoice list (Active Invoices) finding emails for an invoice Forgot Your Password? link (Login screen) Formatted Invoice File screen forwarding an email (Profile Emails) Free Form email client generating reports Help menu options Help system, accessing Home option (Main Menu) Home page, eBillingHub ignoring non-profiled emails Install_EBillingHubSettings.bat file interactive calendar interface theme, selecting an Intermediate security certificate, downloading the Internet Explorer permissions invoice     adding comments     changing the recipient for an     creating a multi-invoice file     creating a single-invoice file     ebilled information     editable data     editing with eBilling Editor (advanced)     editing with eBilling Editor (basic)     email attachments     file attachments     files, storing     filtering in Active Invoices     format sent to vendor     history report     invalid invoice message     manually uploading to a file     processing overview     rejection information     resubmitting     selecting for processing (Billing Wizard)     selecting for processing (Quick Invoice)     single invoice number for multiple invoices     status descriptions     stop tracking     storing in root folder     submission (Billing Wizard)     submission (Quick Invoice)     synchronization (Active Invoices)     synchronization (Billing Wizard)     testing prior to submission     tracking tools     updating a status     validation errors (Billing Wizard)     validation errors (Quick Invoice)     viewing all information for     viewing format sent to vendor     viewing profiled emails invoice data, problems importing Invoice History report invoice status list, viewing the invoice statuses defined law firm profile, configuring the letter icon (Billing Wizard) letter icon (Quick Invoice) lists, selecting items in Live Update button (Billing Wizard) Live Update button (Quick Invoice) logging into eBillingHub logging out of eBillingHub logon credentials, alternate Logout menu Management Reports     accessing     Billing Activity Trends     Billing Progress     Clients Listing     Deleted Invoices     Monthly Statement     Monthly Statement by Client     overview     Rejection Levels Trends     Top Clients Invoiced     Usage History     Vendors Listing     Yearly Statement manually profiling an email manually uploading invoices to a file Map Clients screen mapping     expense codes     extended fields     firm's client to eBillingHub client     firm's client to Free Form email client     matter arrangement types     task and activity codes     timekeeper titles matter     configuring multiple payors     configuring specific email recipients     editing information (eBilling Editor)     mapping arrangment types More link (Home page) MSI package for .Net Framework multi-invoice file, naming conventiion for multi-invoice processing multipayor matters, configuring My Profile link new client, requesting setup of a new vendor account, creating a News tab (Home page) overriding the ebill recipient for an invoice Page tool password, changing your password, resetting a forgotten payors, configuring multiple PDF, exporting report data to permissions, screen access personal profile, configuring your profile, configuring the law firm profiled emails     forwarding to an eBillingHub user     manually profiling an email     overview     relating invoices to     viewing (Active Invoices)     viewing an email history Quick Invoice     accessing     attaching files to an invoice     changing the recipient for an invoice     confirming selections     invalid invoice message     overview     selecting an invoice     Step 1 instructions     Step 2 instructions     Step 3 instructions     Step 4 instructions     Submission Report     validation errors     Validation Report     viewing raw invoice data     viewing status of submission raw invoice data, viewing received status, action for Recent Client Setups tab (Home page) recipient, changing the registry setting, eBillingHub rejected invoice, resubmitting a rejected invoices, viewing rejected status information (Active Invoices) rejection information, viewing removing non-profiled emails Reporting access role Reports     accessing     categories     descriptions     exporting data     filtering data     parameters summary     printing     tools and tips Request New Client link (Home page) resetting a forgotten password resubmitting a rejected invoice root folder, configuring a shared Root security certificate, downloading the running Install_EBillingHubSettings.bat saving individual invoices to a file saving multiple invoices to a file screen access, required access roles for secuity certificates, downloading setting data options (Billing Wizard) setting display options (Billing Wizard) setting up a client shared folder, configuring a single invoice number for multiple invoices site map, using the split percentages, configuring splitting payment between recipients status change summary, viewing a status list, viewing the invoice Status tab (Home page) statuses, description of invoice statuses, updating invoice stop tracking an invoice storing invoice files Submission Report (Billing Wizard) Submission Report (Quick Invoice) submitting invoices     overview     using Billing Wizard     using Quick Invoice supplying additional field information Support Center, accessing the supported clients supported vendors Synch All Invoices button (Billing Wizard) synchronizing invoices (Active Invoices) synchronizing invoices (Billing Wizard) system-wide configuration settings task codes, mapping testing     database connections     extended fields     invoice prior to submission     shared root folder     workstation setup text size, choosing the interface themes, previewing interface Time and Billing system     configuring connectivity to     database provider for timekeeper titles map, designating a timekeeper titles, mapping tracking invoices and emails unprofiled emails, ignoring unprofiled emails, profiling updating an invoice status user access roles, assigning user access roles, defined User Profile option (Configure Profiles) user profile, configuring your validation errors, handling Validation Report (Billing Wizard) vendor connectivity, configuring vendor logon credentials, alternate vendor user account, creating a vendors, list of supported View All Clients link (Home page) View tool viewing     email history     emails for an invoice     invoice information (Active Invoices)     reports and dashboards Word, exporting report data to workstation     configuration prerequisites     configuration steps     downloads Workstation Setup Wizard, using the XML, exporting report data to