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Editing Extended Fields

 

 

 

This help topic explains how to use the Advanced eBilling Editor to override an extended field value for the invoice you are currently editing. (Extended fields provide additional invoice information required by the client.)  The workspace displays all extended fields configured for the client associated with the invoice even if eBillingHub has not extracted a value from your Time and Billing system for the field.

 

Changing the value of the ConfigurationTag extended field could prevent an invoice from being submitted with alternate logon credentials as intended. Click here for more information.

 

To edit data in the Extended Fields workspace, follow these steps:

 

1.      Click in the Value column for the desired extended field. (Double-clicking highlights any field text for editing.)

2.      Enter a new value, or edit the displayed value by overwriting the existing text.

3.      Repeat Steps 1 and 2 for each extended field you want to edit.

4.      Continue updating additional invoice data (law firm data, invoice information, matter details, timekeepers, fees, expenses, adjustments) if desired. If you are finished making changes, click Save to display the following message:

 

 

5.      Click OK to close the message screen.

 

 

Related Topics

 

 Editing Extended Fields for a Multipayor Matter

 Mapping Client Extended Fields

 Editing Law Firm Information

 Editing Invoice Information

 Editing Matter Details

 Editing Timekeeper Data

 Managing Fees

 Managing Expenses

 Editing, Adding and Deleting Matter Adjustments

 

 

 

 

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