Manually Profile an Email

Navigation: Tracking Invoices > Working with Profiled Emails >

Unprofiled emails are emails that eBillingHub is unable to automatically associate with any invoice. The Profile Emails results list identifies unprofiled emails with the icon. eBillingHub forwards these emails to users that have their User Profile set to receive blanket emails or all emails. Users can then attempt to manually profile the email as explained in this Help topic.

To manually profile an email, follow these steps:

1. Generate the emails list as instructed here.

2. Click the magnifying glass icon next to the email you want to profile. This action displays the Display Email screen with the following Add New Invoice fields.

3. Click the magnifying glass icon next to the Firm Invoice # field to display a search criteria box.

4. Enter search criteria for the invoice you want to relate to this email. Valid search criteria includes the invoice number, or part of the matter name or the matter number.

5. Click the Search button to display an invoice list based on your search criteria.

6. Select the desired invoice to relate to this email by clicking its green check mark in the Select column of the invoice list.

This action populates the Add New Invoice fields with the invoice's eBillingHub reference number and the Time and Billing system invoice number.

7. Using the email text as a basis, select the current status of the invoice from the Status list box:

8. Enter a tracking number for the invoice (optional step).

9. Click the Update button. eBillingHub then updates the invoice status to your selection, updates the email state to profiled, and adds the email to the invoice record.

10. Click the Add Invoice button if you want to relate another invoice to this email; otherwise click the Close icon to close the screen.

If the Profile Email icon is not displayed for the email you just profiled, click the browser's Refresh button to refresh the Profile Emails list. Also, be sure the checkbox is checked.

Note that eBillingHub does not forward any emails based on the newly profiled status. Refer to Forwarding an Email for instructions on forwarding emails to eBillingHub users.