Fee Distribution by Working, Billing or Originating Timekeeper
- Enter Fee Income Account on Timekeeper.
- Enter Fee Adjustment Account on Timekeeper.
- Enter Fee A/R Account on Office.
- Enter Fee Income Account on Timekeeper.
- Enter Fee Adjustment Account on Timekeeper.
- Enter Fee Unbilled Account on Office.
- Enter Fee A/R Account on Office.
Fee Distribution by Practice Class
Cash Method
- Enter Fee Income Account on Practice Class.
Billed Method
- Enter Fee Income Account on Practice Class.
- Enter Fee Adjustment Account on Practice Class.
- Enter Fee A/R Account on Office.
Accrual Method
- Enter Fee Income Account on Practice Class.
- Enter Fee Adjustment Account on Practice Class.
- Enter Fee Unbilled Account on Office.
- Enter Fee A/R Account on Office.
Fee Distribution by Office
Cash Method
- Enter Fee Income Account on Office.
Billed Method
- Enter Fee Income Account on Office.
- Enter Fee A/R Account on Office.
Fee Income Account will be credited for Adjustments.
Accrual Method
- Enter Fee Income Account on Office.
- Enter Fee Unbilled Account on Office.
- Enter Fee A/R Account on Office.
Fee Income Account will be credited for Adjustments.
If Distributing by Percentage Splits, methods are the same as defined above with all Account activity being split according to the Percentage Splits as defined in Firm Options.