App4Legal Money Module

Training # 3 – App4Legal Money Module
Copyright © 2018 App4Legal

Chapter 1 - Managing Billable Time Logs
1
2
1
2
The user will be able to access the billable time logs by
clicking on the money module on the top menu.
By clicking on time tracking, the user will view all the time
logs by the users in a grid view.

Chapter 1 - Managing Billable Time Logs
1
2
1
2
Through the actions wheel next to the time log, the user will be able view/edit and delete a time log.
The user will be able to do certain actions such as export the time logs, access the tools, choose
the columns to be viewed and search for a time log.

Chapter 2 - Managing Expenses
1
2
3
4 1 • A user can access the expenses recorded on the system through the Expenses tab
in the money module. Just like any other grid in the system, the user will be able
to export data, customize columns, search for an expense etc.
• There are certain actions a user can do from the settings wheel next to an
expense( view/edit, change billing status etc.). The admin can set an approval
process where the user that is responsible for the Money module (ex. accountant)
will have to approve recorded expenses before generating an invoice.

Chapter 2 - Managing Expenses
2
3
4
In this case, the expense is not yet approved and is still in open so the user responsible will need to
approve it in order for it to move through the expense workflow.
In this case, the expense is approved, the user responsible will have the option to
set it as “needs revision”. Other actions are view/edit, change billing status, set it
back to open etc.
In this case, the expense has already been invoiced. Thus the user responsible will only
be able to view/edit and change its billing status.

Chapter 3 – Managing Invoices
1
2
3
4 1 • A user can access the invoices generated in the system through the
Invoices tab in the money module. Just like any other grid in the
system, the user will be able to export data, customize columns,
search for an expense etc.
• There are certain actions a user can do from the settings wheel
next to an invoice ( view/edit, change billing status etc.).
5

2
3
4
• When the status of the invoice is “overdue”, there are certain actions that can be done
from the settings wheel next to the invoice such as view/edit, record payment, payment
made etc.
• This case also applies when the invoice status is “paid”.
5 When the status of the invoice is “open” there are certain actions that can be done from the settings
wheel such as view, record payment, payment made, set as draft etc.
When the status of the invoice is “overdue” and a partial payment has been made there are
certain actions that can be done from the settings wheel.
When the status of the invoice is “draft” there are certain actions to be done from the settings
wheel.

If a user chose to
view/edit an invoice,
he/she will be able to
see the details filled out.
Through the settings
wheel, the user will also
be able to show item
date and export the
invoice to the template
of his/her choice.

The user will also be able to access the payment made by the invoice in details as well as any
related documents attached to this invoice.

• The user will be able to create and access the quotes from the “invoices” tab in the Money module.
• The user will be able to create a quote as a “draft” of an invoice. The quote can then be shared with the
client for approval and then converted to an invoice.
• There are certain actions that can be done from the grid such as view/edit a quote and deleting it from
the settings wheel on the left side of a quote.
1
2
1
2

Chapter 4 – Money Settings
The admin will be able to access the settings of the Money module by clicking on Accountant and then settings. He/she
will be guided to a page where the admin will be able to customize and configure tabs in the module such as entities,
invoice templates and more.
1 2

1
2
3
• The admin will be able to manage the
entity of the money module as well as
the system from this section. In case the
company has multiple branches, the
admin will be able to manage different
entities.
• Adding a new entity is simple, the admin
is required to click on “setup entities”,
add new entity and fill out the necessary
information. Copyright © 2018 App4Legal

1
2
3
• From this section, the admin will be able to
change all details relating to the invoice.
The admin will be able to add the taxes,
modify items and more.
• The admin also has the opportunity to
customize an invoice template for the
company to that of the company’s choice.

1
2 3
• The admin will be able to
add an invoice tax by
clicking on Taxes → Add
New Invoice Tax.
• The user will then be able
to fill out the necessary
details such as the tax
name, percentage etc.

1
2
3
• The admin will be able to add
discounts to the invoice by
clicking on Discounts → Add
New Discount.
• The admin will be able to add
the necessary information such
as the discount name,
percentage etc.

1
2
3
• The admin will be able
to add terms of choice
to the invoice by clicking
on Terms → Add New
Term.
• The admin will then add
the names of the terms
to be added to the
invoice.

Chapter 4 – Money Settings1
2
3
• The admin will be able to
add items of choice to
the invoice by clicking on
Items → Add New Item.
• The admin will then add
the invoice items with
the necessary details
such as item name,
related account etc.

1
2
• The admin will be able to customize a template
to that of choice by clicking on Invoice
Templates → Add New Invoice Template.
• The admin will then be able to create a name
for the created template and relate it to an
entity.

The admin will be able to customize the invoice template in details. Adding the logo of the company
with other information in the header, content of the body and finally the footer.

1
2
3
The admin will be able
to add an invoice note
by clicking on Invoice
Notes → Add New
Invoice Note.

The admin can configure the
invoice template in detail such that
the format including the cover
page and look & feel can be
changed.

1
2
3
The admin will be able to create an invoice cover template by
clicking on Configure Cover Page → Create Cover Template →
choosing the entity and creating a cover page for it.

The admin will be able to add the details of
choice to the cover page such as the name,
header, uploading the logo etc.

The admin will be able to configure the look & feel of the invoice to include titles and content of
choice.

1
The admin will be able to manage
the expenses tab in the money
module such as configuring the
expense categories and the petty
cash.

Chapter 4 – Money Settings1
2
The admin will be able to add the expense categories of choice by heading to Add New Expense Category and
adding the related information.

The admin will be able to determine in this area what accounts every user in the system is allowed to record
expenses from.

The admin will be able to manage and
customize information such as module
languages, money currency, user
rates, exchange rates and more from
the Money section.

The admin will be able to enable/disable the option of an automatic discount on the invoices.

The admin will be able to activate the automatic taxes on invoices.

The admin will be able to set a default value for the expense approval process, select users to be notified when an
expense has been made and more from this section.

The admin will be able to determine whether the display date item on the invoice should appear or not.

The admin will be able to determine the invoice language set in the money
module. The invoice language can either be the default language of the whole
system, or the admin can translate fields into any language of choice.

The admin will be able to determine the default language of the money module as well as add the name
of the new language of choice.

The admin will be able to add all the currencies that the firm deals with.
These currencies will then be saved and used when generating invoices od
different currencies to clients.

The admin will be able to determine the user groups with a unified user rate per hour. This will benefit users
when they are recording expenses and generating invoices for clients.

The admin will have access to the users in the system with their detailed information including their rates per hour.

The admin will be able to determine the exchange rates of every
currency added in the system versus the entity currency of the
money module.

The admin will be able to determine the account that
includes the sales percentage of partners and the
expenses the firm owes to them.

The admin will be able to determine a certain prefix number for the
invoices such that invoices generated will start count after this
predetermined number.

The admin will be able to determine
prefixed numbers for certain accounts in
the system such as client accounts,
partner accounts and more.

The admin will be able to determine the
trust fund account created previously that
records all the total trust fund accounts
added for clients.

Partners can be configured such that the admin will be
able to determine the partner commission and expenses
account.

The admin will be able to activate the
partner commissions on the
recordings in the system (invoice etc.)

The admin will be able to determine the
account allocated for the partners and their
expenses.

The admin will be able to determine
and configure the taxes section of the
bills recorded in the system.

1
2
3
The admin will be able to configure the
taxes on the bills by clicking on Taxes →
Add New Bill Tax and filling out the
related information such as name,
percentage and more.

Thank You
www.app4legal.com

App4Legal Money Module

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to App4Legal Money Module

Similar to App4Legal Money Module (20)

Recently uploaded

Recently uploaded (20)

App4Legal Money Module