All posts in Accounts

Watch the steps. (20 Secs) Or, follow the steps below: Logon to Legalxgen Go to Accounts >> Invoices Identify the invoice which for which you wish to change the matter. Click on Invoice No In the Invoice View click on Edit on the top right. Click on ‘change’ button present . . . Read more

Watch the steps to change the format of any invoice (30 Secs): Follow the steps below to change the format of any invoice (single or multiple) : Logon to Legalxgen Go to Accounts >> Invoices Select the invoices for which you wish to change the Invoice Format(update or modify) On . . . Read more

Logon to Legalxgen Go to Accounts -> Invoices Select the Invoices you wish to update, tick the check-boxes in the very first column. On the top click on the ‘Bulk Update‘ button In the Bulk Update Window, select the field (Status/ Initiated By) you wish to update for the selected invoices. . . . Read more

Logon to Legalxgen Go to Accounts -> Invoices Identify the invoice, you want to cancel and create a new invoice against it. You may use necessary filters to get your relevant record. Go to Action Column (present in the last) for the particular invoice. You’ll see an option ‘Cancel & Revise‘ . . . Read more

Logon to your Legalxgen Account Go to Reports Locate the panel ‘Invoices & Receipts‘ Go to Report # 7 ‘Matter Wise Invoices & Receipts‘ Choose appropriate filters from your left (e.g. Business Unit, Period etc.) Apply the filter Sort by Total column, scroll the result, you’ll see all the matters . . . Read more

Logon to your Legalxgen Account Go to Accounts   Invoices Click on More Filters You’ll see a drop down list (2nd last) for filtering the invoices by their age. Select desired aging option. You’ll see the filtered invoices as per the criteria selected. To export click on Excel Icon present on . . . Read more

Logon to Legalxgen Go to Accounts >> Invoices You’ll see the list of invoices Select the invoices you wish to download together. On the top right you’ll see an option to download invoices together. Click on ‘Download Invoice(s)‘ You’ll see the invoices zipped and downloaded.