Menu

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Task Description

Main

Home

·  View recent announcements about eBillingHub and supported vendors

·  Get a total count of Active Invoices grouped by current status

·  View a list of the ten most recent client setups for eBillingHub

Supported Clients

·  View a list of supported clients and their associated eBilling vendors

Supported Vendors

·  View a list of supported vendors and a checklist of eBilling processes that eBillingHub can perform for each

Billing

Billing Wizard

·  Select, review and submit invoices to eBilling vendors for payment

Quick Invoice

·  Select one or more invoices for a single client and submit them to eBilling vendors for payment

Multi-Invoice

·  Create a single eBilling file that contains data from multiple invoices

Multipayor

·  Add/delete a matter

·  Configure/edit the split percentage paid to a recipient (payor) for a matter

·  Add/delete a recipient (payor) for a matter

·  Setup/edit a client's extended field values

Tracking

Active Invoices

·  Track the progress of invoices submitted through eBillingHub that have not yet been paid in full

·  Save invoice data to a file for manual submission

·  Resubmit an invoice that has been rejected

Profile Emails

·  Search and display incoming emails by date range, keywords and sender

·  Review a list of unprofiled emails and relate them to one or more invoices

·  Forward one or more emails to an eBillingHub user

·  View the history of an email that shows who received the email and when

·  Prevent unprofiled emails from appearing in the email search results

Invoice History

·  View a summary of all eBillingHub actions performed on an invoice

·  View/print detailed information on all eBillingHub actions performed on an invoice

Configuration

Configure the eBillingHub

·  Setup clients for eBilling and map the clients to the eBillingHub client library

·  Map a client's extended fields to a location in the Time and Billing system so eBillingHub can extract the data

·  Configure an alternate expense code map for a client

·  Configure a connection between your billing system and eBillingHub

·  Designate the root folder for saving invoices

·  Configure the Billing Wizard with your firm's preferences for displaying invoice types/data

·  Map your firm's internal timekeeper titles to the standardized titles allowed by eBilling vendors

·  Map your firm's internal matter arrangement types to ones supported by eBillingHub

·  Map your firm's UTBMS codes (task, activity) to the location where eBillingHub can obtain the codes

·  Map internal expense code sets to those required by your firm's clients

·  Create a client specific expense code map

·  Configure a default profile for your firm and alternate location profiles if desired (Administrator task)

·  Configure a profile for individual eBillingHub users

·  Add/edit/delete user accounts and assign user privileges (Administrator task)

Configure eBilling Vendor Connectivity

·  Perform steps to ensure that eBillingHub can automatically communicate and submit invoices to your firm's eBilling vendors

·  Configure alternate logon credentials for logging into a vendor site

Configure your workstation

·  Perform steps to configure your workstation PC to work with eBillingHub

·  Test the workstation configuration to ensure proper setup

Downloads

·  Download useful tools associated with eBillingHub configuration and security

Reports

Reports/Dashboards

·  Generate a variety of billing, collections and management reports

·  Generate summary reports on active invoices, and activity transaction reports based on a date range

·  Generate a report to help reconcile invoices between the Time and Billing system and eBillingHub

Help

Online Help

·  Display the eBillingHub Help system

Resources

·  Display the eBillingHub repository for documentation, FAQs and troubleshooting information.

Customer Support

·  Request customer support to add a client to the eBillingHub client library

·  Report a problem with invoice data not being extracted correctly from your Time and Billing system

·  Contact Customer Support via email, phone or the Support Center

Site Map

·  View a hyperlinked map of eBillingHub functionality

Use this tool

To...

View a specific number of data items in a list. For example, selecting "10" displays ten items in the list while selecting "All" displays all items in the list.

Page through a multi-page list.

Globally select and deselect data items on a page. Click the plus sign to select all items on a page; click the minus sign to deselect the currently selected items on a page.

To select all items in a multi-page list, first select the All option in the View tool, and then select the plus sign.

Sort the data in a column. Simply click on the column header to sort the data in ascending or descending order.

Select individual data items in a list. Simply click the desired row of data to select it. (Selected items are highlighted in blue.) To deselect the item, click the row again.

Select individual data items in a list. This alternate method lets you select an item by clicking its checkbox. (Selected items display a check mark and are highlighted in blue.) To deselect the item, click the checkbox again to uncheck it.