User Role

Main eBillingHub Tasks

Administrator

·  Initial setup of the eBillingHub system

·  Configuring connectivity to eBilling vendors

·  Data mappings between the firm's Time and Billing system and eBillingHub

·  Adding new electronic billing clients

·  Configuring new user profiles/assigning user access roles

·  Configuring how the Billing Wizard displays invoices and their data

·  Mapping expense codes and timekeeper titles

Biller

·  Processing invoices through eBillingHub for payment

·  Correcting rejected invoices and resubmitting them to vendors

·  Creating a single invoice file that contains data from multiple invoices

·  Splitting the percentage of fees and expenses between multipayors for a specific matter

Client Setup

·  Adding new electronic billing clients

·  Mapping clients in the firm's Time and Billing system to clients supported by eBillingHub

·  Mapping a client's user-defined fields in the firm's Time and Billing system to extended fields supported by eBillingHub

·  Mapping client expense codes and timekeeper titles

Reporting

·  Generating billing reports to help billing personnel identify invoices that require eBilling follow-up

·  Generating collections reports to help collections personnel identify invoices that may require additional collections follow-up, and to assess the overall effectiveness of collection efforts

·  Generating management reports to help billing managers handle eBilling volume and trends, and to assess overall eBilling effectiveness

·  Generating Active Invoices reports to view the status of invoices and to identify invoices that require follow-up actions

·  Generating Activity reports to view point-in-time status information and reconcile invoice data between the firm's Time and Billing system and eBillingHub

·  Tracking active invoices to determine billing progress

·  Manually uploading invoice data to files and submitting the files to vendors or clients

·  Reviewing unprofiled emails and attempting to associate them with invoices

Editor

·  Making corrections and adjustments to an invoice

·  Exporting invoice data to an MS Excel file

This access role

Allows access to...

Administrator

All eBillingHub screens. Administrator is the only role that can access the following screens:

·  General Configuration

·  Configure Billing Wizard

·  Map Expense Codes

·  Map Matter Arrangement Types

·  Map Timekeeper Titles

·  Map UTBMS Codes

·  Law Firm Profile

·  Manage Users

·  Configure Vendor Connectivity 

Biller

All options under the following menu:

·  Billing

Client Setup

All options under the Client Setup tab (Configuration Menu)

Reporting

All options under the following menus:

·  Tracking

·  Reports/Dashboards

The following screen from the Billing menu:

·  Active Invoices

Editor*

All options under the following menu:

·  Billing

The following screens from the Billing Wizard and Quick Invoice:

·  eBilling Editor (basic)

·  eBilling Editor (advanced)

All Access Roles

All options under the following menu:

·  Main

The following screens from the Configuration menu:

·  User Profile

·  Configure Your Workstation

To allow users with the Biller access role to upload invoice data to a file for manual submission, also assign them the Reporting access role.