Financials, Billing, Invoicing & Timelogs
Documents found in this folder are for the Admin user and relate to either, time logs, invoicing, billing, reserves, adjuster payouts and receivables.
- Authority Levels - Setting Limits for Users
- Billing from Start to Finish
- Check Manager
- Claim Payments Entered in Reserves
- Claim Sharing with Multiple Insurers
- Creating a Custom Fee Schedule for a Company
- Fee Schedules Created in Settings
- Invoicing & Billable Amounts Differ
- Line Item Credits
- Macro Templates