Fee allocation enhancements

Fee allocations

This feature is further enhanced to allow fee reallocations to include the redistribution of fee allocations from multiple source invoices to multiple destination invoices. Fee earners and percentages will be picked from source invoice and applied to destination invoices. Users can view reallocations before applying under reallocation preview form.

Note – Invoices for which a full credit note has been processed and credit note invoices cannot be reallocated in this way.

Go to Matter management and accounting > Matter invoices > Matter invoices > Matter invoice action pane > Reallocations (Under Fee allocations)

SOURCE INVOICES TAB

The tab will contain the selected invoice and user can add more invoices by using Select option. User can also view the current fee allocations for the selected source invoice by using Current allocations option.

FEE EARNERS TAB

This tab will display the Fee earners and their allocation percentage for the selected invoices.

DESTINATION INVOICES TAB

This tab will display the matter invoices which belong to Source invoice matter contract. The user can select one or more of these invoices as “destination” invoices to which the allocations of the source invoices will be reallocated. User can view the current fee allocations using Current allocations for the selected invoice. User can also preview the reallocations based on the source invoice by using option Reallocations preview. User can proceed by using option Apply or Cancel.