The required fields for the creation of a client are as follows: Client Code, Status, Full Name, Report Name, Parent Client, Open Date, Entity, Billing Employee, Responsible Employee, Office, Dept (Department), and Prof (Profit Center)

When you create a new client the MAIN bill group is created automatically.

Client defaults must also be filled out for Time and Billing

The required fields for Client Time and Billing are: Currency, Time, Disb. Class, Time Increment, Hours Rounding, Rate Effective Date, Current Rate Level, Previous Rate Level, Billing Payor and Billing frequency.


When you create a new client the MAIN bill group is created automatically.

The required fields for creation of a matter are: Client Code, Matter Code, Matter Status, Long Desc., Short Desc. , Billing emoployee, Responsible Employee, Office, Department, Profit center.

The new matter must also have a bill group, this is assigned in Matter | Matter Time and Billing| Billing, the required fields on the Billing tab are: Tax Jurisdiction, Billing Payor, Billing Group and Billing Frequency.