With the Require Time/Value Approval Invoicing setting enabled in Firm Preferences, staff with Modify permissions to Case > Time Tab or Case > Value Tab can submit billable Value entries for approval.
Billable Entries
Billable Value entries are distinguished by any Value Code that is a Cost or a Fee. Any Value Codes that are not listed below will be marked with a dash and shown with an N/A status. For the Billable checkbox to be selected, the Staff must have Enable Billing for Time in Staff Profiles > Time & Billing Tab.
Fees use the "Fixed Fees", "Attorney Fees", and "Time" Value Code Types.
Costs use the "Case Expenses", "Damages", "Debt Pay", "Due to Firm", "Lien", "Subrogation", and "Travel" Value Code Types.
Statuses
Draft – All billable Value entries will display as "Draft" upon creation. Submitted Value entries that were denied will return to a Draft status.
N/A – All non-billable Value entries will display with a dash.
NOTE: The Status for older Value items prior to the Firm Preference setting being turned on, will display with a dash for N/A.
Submitted – Billable Value entries have been submitted for approval.
Approved – Submitted Value entries have been approved and are locked from editing. Only staff with the "Time and Value Approval" Special Permission can modify approved entries.
Submitting Value Entries
Staff that have Modify permissions to the Time or Value Tab can submit a billable Value entry for approval. The Submit button will only be enabled when the selected entries are in Draft status. Because Time and Value entries are now linked, when a Value entry is submitted, the corresponding Time entry will also show Submitted and vice versa.
NOTE: Staff must also have Modify permissions to Case > Time Tab or Case > Value Tab.
Draft Value entries can also be submitted from the detail view. This Submit button will be hidden for any entry that is not in a Draft status.
Click the Submit button to submit the Value entry for approval. Confirm the entry submission on the following message.
Click the Submit button to change the status to "Submitted".
Click the Cancel button to abort the Value entry approval.
A confirmation banner will display when Submit is clicked. All changes to entry submission will be accessible in the Activity Feed.
Value entries can also be submitted from the Accounting Tab > Values view.
While Value entries in any status can be copied to other cases, the other cases will not retain the current entry status, besides for Draft or N/A.