Matter summary enhancement

Matter summary enhancement

As part of this enhancement allows the user to view matter wise cumulative amounts for the transaction types of Item, on account and deductions during creation of invoice proposal in matters summary tab. User can select/unselect transactions by matter wise to generate invoice proposal.

User can mark/unmark transactions under matter transactions tab, so amount will be Increased/reduced in matter summary tab under respective transaction type fields.

On-Account and item types of transactions added in Matter inquiry form

As per this enhancement, new Advance and deductions section added under inquiry form with Advance and deductions rows.

• When Customer advance is posted yet to invoiced to client will be displayed under UNBILLED for Advances and deductions
• Once the same is invoiced to Client, Values will be displayed against BILLED column and clears the values against UNBILLED for Advances.
• Once the deduction amount adjusted to posted invoice, Values will be displayed against BILLED column and clears the values against UNBILLED for deductions.

Item:

New row added as Item under Life to date statistics.

• When item journal is posted yet to invoiced to client will be displayed under UNBILLED for Items.
• Once the same is invoiced to Client, Values will be displayed against BILLED column and clears the values against UNBILLED for Items.