Paperless Billing Guide

This feature is introduced to enhance the existing Billing Guide to view information from the invoice proposal level lines rather than the information from matter transactions. Any adjustment/modification processed in invoice proposal will be captured in billing guide.

Matter partner of the invoice proposal will get an approval email with an attachment of billing guide & Invoice report.

Parameter

In order to activate billing guide, user need to attach Billing Guide format in Invoice Proposal Billing Guide Format as below.

Matter management and accounting > Setup > Matter management and accounting parameters > Invoice tab > Invoice Proposal Billing Guide Format

Generate Billing Guide

The user needs to click on billing guide button to generate the report. Excel file will be downloaded once click on billing guide button.

Matter management and accounting > Matters > All Matters > Select Matter > Manage action pane > Matter Invoice Proposal under Bill Group > Select Invoice Proposal > Billing Guide

Note – The Billing Guide will show the adjusted values in invoice proposal not the original values posted. When invoice proposal created from Matter Contract level, Billing Guide will show details for all the matters associated with that Matter Contract. If there are multiple matters in invoice proposal or billing guide is generated from matter contract level, then the “Matter Details” tab will have separate information for all the matters associated with the invoice proposal.

Approval Process for Electronic Billing Guide via Power Automate

Power Automate is integrated with D365 for the Electronic Billing Guide Report approval process. First, we will setup a dummy user in “Review Matter Invoice Proposal Workflow” in D365. After invoice proposal is submitted for approval, “Matter Partner” will receive an email with options to either approve or reject the invoice proposal. The email id where the Invoice proposal workflow will trigger should be setup as primary.

The email will have Invoice report in “pdf” format & Billing Guide Report in “excel” and will be attached separately in the email.

Note – If there are multiple matters with separate “Matter Partners” in the invoice proposal, each Matter Partner will receive a separate email for approval.

Power automate solution for paperless billing guide

Below is the link for detailed process to configure paperless billing guide power automate flow.

Paperless billing guide power automate flow configuration file