Getting Started > Data conversions and settings
Data conversions and settings
Upon the initial licensing of Amicus Billing, several changes are made automatically.
This topic covers:
Primary Client assignment on Files
In any Open Billable File that has a single "Client" (or Client-classified) Contact but lacks a Primary Client, that Contact will be automatically assigned as the Primary Client.
Time Entries
The Billing Behavior of existing Time Entries is automatically set as follows:
|
Type of Time Entry |
Billing Behavior |
| Posted | No Charge - Don't Show |
| Unposted: Billable / Contingency / Flat Rate | Bill |
| Unposted: Non-Billable | No Charge - Don't Show |
If you wish to change this setting in any Time Entries, simply open and edit them.
 |
Note: Changing the Billing Behavior of a Posted Time Entry to "Bill" will make it available for billing and cause it to be included in WIP totals. |
Expense Entries
The Description of each existing Expense Entries is automatically prefixed with "Pre-Billing".
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Important: These existing Expense Entries will not be included in any Bills you create in Amicus Billing. They do not affect the File Details Account Overview totals shown in File and Client Details, nor the WIP total shown in the Files and Client Indexes. Re-enter any unbilled Expense Entries that you want included in subsequent Bills. |
Basic File Intake Form
Choose Office > New File Intake Management to display the dialog. Click Edit to display the File Intake Page - File Type(s): All File Types - Basic dialog.
In the Basic File Intake Form, the Primary Client field is set to mandatory in new Files that are Billable.
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