I cannot get the Funds Feature (Fees, Costs) to Display on Bill. Any thoughts?
Thanks.
I cannot get the Funds Feature (Fees, Costs) to Display on Bill. Any thoughts?
Thanks.
Are you referring to client trust account activity? This is controlled at the matter level. Go to the matter and go to the funds account tab. Open the funds account and choose to display summary or detail on the bill.
Caren:
Caren:
My Reply sent before I completed this. Wanted to thank you for your reply. Unfortunately, I cannot locate the "matter" link. Any thoughts as to where I might look to find it. Thank you.
*Community Hub is the new name for Sage City