Grouped write up/down – filtering by fee-earner

Introduction

This enhancement makes changes to the way that transactions are filtered and grouped when writing the value of an invoice up or down. This will enable a user to select the transactions that will be subject to the grouping options on the write up/down screen.

Path: Matter management and accounting > Matter invoices > Matter invoice proposal > Select open invoice > invoice proposal

Functionality

The change is simple:

• The user must now select the invoice transactions to be revalued before clicking the “write up/down” button:

• The grouped write up/down function will only include the selected transactions:

• From that point onwards, the functionality has not changed and so the selected transactions can be grouped using the existing groupings (ie timekeeper, location, department etc)

Impact

There are several ways in which this feature could be used:

• Change the prices of all transactions for a particular matter, then grouping by fee-earner once work on the write up/down
• Write up/down a single transaction
• Write up/down all transactions recorded for a specific (WBS) activity
• Write up/down a selection of transactions that share the same project category