All posts in Accounts
Logon to your LegalXGen Account. Go to Accounts Invoices Click on the ‘New Invoice‘ button on the top right. You’ll see the invoice data entry view. Mandatory fields are highlighted. Type: Select the option Client Specific Client Name: Choose the name of the client you wish to invoice. (typing few . . . Read more
Logon to your LegalXGen Account Go to Accounts Invoices Identify the invoice which you need to send via email (either to client or internally for review). Go to the last column (Actions), you’ll see an option ‘Email Invoice‘, click on it. You’ll see a window which enables you to . . . Read more
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 client. Click on Invoice No In the Invoice View click on Edit on the top right. Click on ‘change’ button present . . . Read more
Login to your LegalXGen Account Go to ‘Time Tracking’. Click on the down arrow icon, present next to ‘New Time Entry’, you’ll see an item ‘New Expense’, click on it. You’ll see a popup window, where you may enter the new expense, also you may view all your earlier Reimbursements . . . Read more
To view the payment details of any expense/ reimbursement, follow the steps below, Logon to your LegalXGen account e.g. http://app.legalxgen.com Go to Accounts ==> Expenses from the menu (navigation options) on your left Note: In case you don’t see Accounts ==> Expenses, please contact your admin, access needs to be granted . . . Read more
Any expense is paid by accounts team can be updated to LegalXGen along with the necessary information like, Mode of Payment (Cash/ Check/ Bank Transfer etc.). Also, Vouchers can be generated and kept for the accounting and audit purposes. To enter the payment details of any expense, follow the steps . . . Read more
For any payment done, you may download and preserve the Payment Vouchers which can be used for Audit/ Records purposes. To download the payment voucher follow the steps below, Logon to your LegalXGen account e.g. http://app.legalxgen.com Go to Accounts à Expenses from the menu (navigation options) on your left Note: . . . Read more
Watch simple video to know how to filter/ extract the expenses (2:30 min). Or, follow the instructions below. Whenever any new expense is entered by your team member (for the matter’s where you’re assigned as the partner), you’ll receive an email notification to approve/ reject the expense submitted by your . . . Read more
Logon to your LegalXGen Account. Go to Accounts Invoices Click on the ‘New Invoice‘ button on the top right. You’ll see the invoice data entry view. Mandatory fields are highlighted. Type: Select the option Matter Specific Matter: Choose the name of the matter you wish to invoice. (typing few characters . . . Read more
Watch the steps. (45 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet Click on ‘New Expense’ button on the top right. In the Expense Window enter the highlighted fields and hit on save button.