How to share invoices through Legalxgen?
Watch this instructional video for guidance. Alternatively, you can follow these steps:
Knowledge Base
Knowledge Base
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Watch this instructional video for guidance. Alternatively, you can follow these steps:
Login to Legalxgen Go to Timesheet >> View Timesheet Enter the Invoice No, which you want to verify if the time entries are tagged or not. You may change the period to ‘Any Period’ All the invoices tagged in particular should be listed below.
Login to E-Invoice Web Portal at https://einvoice1.gst.gov.in/ Click on Login and enter your Username and Password You will be open to the dashboard of the system. Click on User Credentials under API Registration. Click on Create API User. An OTP will be sent to your registered mobile Number. Enter the . . . Read more
Watch the steps. (0:33 Secs) Or, follow the steps below: Logon to Legalxgen Go to Accounts >> Invoices Identify the invoice that you want to Sync on e-Invoicing portal Go to extreme right column (Action Column) You’ll see an option E-Invoice Click on it In the Window Select the Category . . . Read more
Watch the steps. (00:40 Secs) Or, follow the steps below: Log on to LegalXgen Go to Application Settings – you can find it by clicking on the top right corner Profile Name Click on System Settings Tab Goto Business Unit Click on the New Business Unit button Click on Save. . . . Read more
Watch the steps. (00:41 Secs) Or, follow the steps below: Logon to LegalXGen Go to Reports Locate the category Invoices & Receipts. Go to report #15, Matter Wise Billing Report Click on it. You may drill down on the Matter Code to see the hours. You should be able to . . . Read more
Watch the steps. (00:25 Secs) Or, follow the steps below: Logon to LegalXGen Go Accounts>> Invoices Select the invoices you wish to delete. On the top right you’ll see a delete icon. Click on it. You’ll be prompted a confirmation dialog, click OK to delete selected invoices. That’s it! You’re . . . Read more
Watch the steps. (00:25 Secs) Or, follow the steps below: Logon to LegalXGen Go Timesheet >> View Timesheet Use the filters to search the time entries which you want to tag with particular invoice no. Select the desired time entries using the check boxes in the begining. On the top . . . Read more
Logon to LegalXGen Go to Accounts >> Invoices Select the client-specific invoice Click on the action button and then select “Convert to Matter Specific” When you click on “Convert to Matter Specific” Convert to Matter specific pop will appear, choose the appropriate matter name and click on save. By the . . . Read more
Watch the steps. (30 Secs) Or, follow the steps below: Logon to LegalXGen Go to Accounts >> Invoices >> New Invoice. Enter the necessary information. and hit on Save button below.