Draft bill posted notifications

It is possible for the originators of draft bills to be notified when their bills are posted by cashiers. To facilitate this, an option is available in System Setup so that administrators can configure, per user, whether they should be notified or not. Originators with this setting are then automatically notified (i.e. without intervention) using the existing status bar messaging system. Each notification message contains a link to the associated matter and merged bill/letter (if there is one), which allows the document to be printed straightaway. However, if they wish to, originators can also override the setting, per bill, on the Bill Delivered posting slip and the Billing Wizard.

To flag users to receive notification:

Use this procedure if you are an administrator wishing to configure whether users should receive a notification or not.

1. In the User security screen, highlight the user to which you want to flag.

• Tools > System Setup > Security > User.

2. On the Accounts tab, under Draft bills, tick Receive notification.

3. Click Save to store your changes. The Notify originator option will now be set by default on the:

• Bill Delivered posting slip (Bill Options tab); and

• Billing Wizard (Bill Summary step).

4. A notification will be sent to the originator when their draft bills are posted — unless they choose to override the setting (See below).

To override the setting per bill:

Use this procedure if you are a user creating a draft bill, but you do not want to receive a notification when it is posted.

1. Raise a draft bill by either using the Bill Delivered posting slip or running the Billing Wizard.

2. Untick Notify originator. To do this:

• On the Bill Delivered posting slip, go to the Bill Options tab.

• On the Billing Wizard, go to the Bill Summary step.

3. A notification will not be sent when the draft bill is posted.

To open the linked matter and bill:

Use this procedure if you have received a notification that a draft bill has been posted.

1. Double-click the message icon on the right-hand side of the status bar.

2. When the Messages dialog box opens, notice that a Bill posted notification appears. This shows:

• the bill number;

• the matter number;

• the client name;

• the matter description; and

• the name of the person who posted the bill.

3. Click Open Item (or double-click the item) to put the matter for the selected bill in context and, if merged when posted, the associated bill document.

Notes

• The Notify originator option is ticked by default for users with the appropriate permission.

• The Notify originator option is only available on the Bill Delivered posting slip for draft bills, i.e. if Draft bill is selected on the Summary tab.

• The Billing Wizard launched by the Draft Bill workflow step also includes the Notify originator option.

• When a draft bill has been posted, the Notify originator option is visible (but greyed out) on the Summary tab of the Bill Viewer.