In the General Settings, you can configure both general and accounting-related functions using the tabs General, Accounting, External Interface, and Bookmarks.
Case File
Potential case file status:
Checking the Potential case file status box makes this case file status available.
Close parent case files with active sub-case files:
You can configure whether a parent case file can be closed when it has active sub-case files.
Default setting – Check for tax-exempt disbursements when filing a case file:
You can specify whether LEXolution should prevent case files from being closed by default when there are unbilled tax-exempt disbursements. This setting only defines the default.
The final decision can be made at the time of closing, provided the user has been assigned the associated function right 10018.
Also check fee limit when creating draft documents:
You can specify that you are notified of a fee limit being exceeded at the invoice draft level — already when the draft document is created — rather than only when the invoice draft is finalized.
Run billing cycle: Always include all sub-case files from the hierarchy:
When this function is enabled, every time a billing cycle is run, the Update partial invoices across the case file hierarchy function is automatically executed before invoice drafts are generated.
This means that the billing configuration of the billing cycle is reconfigured precisely according to the associated case file hierarchy before the invoice drafts are generated.
Follow-up reminder (months):
You can enter a time period in months to determine after how long without case file activity an automatic inactivity follow-up reminder should be generated for case files.
If the field is left empty, no case file checks will be performed and no automatic inactivity follow-up reminders will be created.
Firm policy:
You can configure the firm-wide default firm policy. In the case file data, when an elevated liability risk is activated, the configured firm policy value will be pre-filled.
Firm
Firm VAT ID:
Here you can enter the firm's VAT identification number. This is required if you want to verify a contact's VAT ID number against the Federal Central Tax Office.
Firm tax number:
Here you can enter the firm's tax number. This is a free-text field with no specific format requirements.
Base currency:
Here you define the firm's base currency.
Allow multiple practice group leaders:
More than one practice group leader can be defined within a practice group.
Default setting – Store billing agreements in DMS as active:
When a new billing agreement is created, the options Store X-invoices in DMS and Store LEDES in DMS will be enabled by default.
Revenue Distribution
This option sets which values from hourly line items are used as the basis for revenue distribution on an invoice. Based on invoice hourly rates in invoice currency – The calculation uses the hourly rate × billed hours for the invoice line item.
Based on external standard rates in base currency
The calculation uses the external standard rate × billed hours for the invoice line item. When using this option, an external standard rate must be defined for each employee.
Based on hours worked and internal standard rates in base currency
The calculation uses the internal standard rate × billed hours for the invoice line item.
When using this option, an internal standard rate must be defined for each employee.
Acquisition Distribution
Acquisition distribution active:
Here you can enable the function that allows acquisition shares to be distributed on a case file.
When this setting is inactive, the Acquisition Distribution button will not appear in the case file view.
Check acquisition distribution totals 100%:
You can configure the system so that the sum of distributed acquisition shares must always equal 100%.
Max. acquisition recipients per case file:
You can set a maximum number of acquirers per case file that must not be exceeded.
Undistributed share goes to HVRA:
You can specify that any undistributed acquisition share is automatically allocated to the HVRA.
Only finalize invoices when acquisition distribution is complete:
You can specify that an invoice draft can only be finalized if the acquisition distribution for the associated case file has been filled in.
Conflict Check
No matches against open conflict checks:
You define the default filter setting in the Conflict Check Results view.
Check conflict check status when finalizing invoices:
You define whether the conflict check status is relevant when finalizing invoices.
Scheduler (automatic conflict check)
Since version 9.2 of LEXolution, it is possible to define a scheduler (a recurring automated process) that automatically runs the conflict check when a new relevant participation type is added or an existing one is modified, provided the status "Execution required" is set.
The interval can be set in minutes.
After configuration, the server service must be restarted to activate the setting.
This option replaces the automatic triggering of the conflict check when saving a case file.
🛈 Note
Since the scheduler runs on the LEXolution server, the individual function right [10032 Conflict Check – Edit] no longer applies.
If the conflict check is set up as a scheduler, this individual function right will not be taken into account.
You can enable the scheduler using the checkbox; the field to the right of it defines how often the scheduler performs a check.
The value is entered in minutes and is set to 5 minutes by default.
Please note:
After changing this setting, the LEXolution server service must be restarted for the change to take effect.
Documents
Extended document generation:
Here you can specify whether extended document generation should be enabled by default.
It is a prerequisite for the Create cover letter function.
This setting only controls the default. When selecting a system template (e.g., for an invoice draft), you can still manually choose a different setting.
Display currency symbol in bookmarks:
Here you can configure whether the currency symbol (e.g., €) should be displayed in bookmarks.
LEXolution is the leading system for access rights in LEXolution.DMS:
When this function is enabled, the access rights configured in a LEXolution case file are transferred to the associated DMS case file. If different access rights have been configured in the DMS case file, they will be overwritten when the associated LEXolution case file is edited or saved. When this function is not enabled, the access rights of the DMS case file are not overwritten by the access rights of the associated LEXolution case file. The function is enabled by default.
Automatically open invoice document after finalizing:
When this function is enabled, the invoice document is automatically opened in Word when an invoice draft is finalized.
Finalize invoice as PDF:
If this option is selected, the invoice document is saved as a PDF file when an invoice draft is finalized. Otherwise, the invoice document is saved as a Word file.
Invoice recipient contact is added automatically:
When this function is enabled, adding an invoice recipient to an invoice draft will automatically add the contact person assigned to that invoice recipient in the case file participation.
Run macro in Word Add-In after updating bookmarks:
The name of a Word macro can be entered in the text field.
This Word macro will then be automatically executed in the Word Add-In after the bookmarks have been populated during a bookmark update.
Website
News website 1 and 2:
Here you can enter your web addresses for the LEXolution news page.
If one web address is unavailable, LEXolution will switch to the other stored web address.
Default news website:
Here you define the default web address.
Personal Accounts
This section contains the fields Debtor Number Starting Value and Creditor Number Starting Value. Here the user can define the starting value for debtor and creditor numbers.
The starting value for assigning debtor and creditor numbers is defined as follows: Default = 1
Debtor and creditor numbers are assigned using the following algorithm:
- If the starting value is less than the lowest number in the configured range, numbering begins from the first available number (same behavior as before).
- If the starting value falls within the configured range, the next debtor number is assigned starting from the configured number. The configured number must already exist.
- If the starting value is greater than the highest number in the configured range, no number will be assigned (same behavior as before).
Posting
Pre-fill cost center field from employee:
You can configure the system so that the cost center for a posting is automatically pre-filled from the cost center of the entered employee.
Cost center field is read-only when an employee is used:
In addition to pre-filling the employee's cost center, you can specify that the cost center field becomes read-only.
This ensures that the cost center always matches that of the employee entered in the posting record.
Invoices
Fully paid invoices can be cancelled:
You can configure whether fully paid invoices may be cancelled.
Partially paid invoices can be cancelled:
You can configure whether partially paid invoices may be cancelled.
Due date = document date:
You can configure the system so that when an invoice draft is finalized, the due date is automatically written to the Document 2 field.
Finalized invoices with a fee of €0 can always be cancelled.
General
Domestic: You can set which country is pre-selected in the country selector, for example when entering contact addresses.
Posting Text
Prefix:
Here you define which prefix should precede the automatic posting text.
Pre-fill case file reference and prefix:
You can specify that the posting text is pre-filled with the case file reference and a prefix when entering a posting.
Pre-fill invoice recipient/contact:
You can specify that the invoice recipient is pre-filled in the posting text.
Combined with the pre-filling of the case file reference and prefix, the invoice recipient is inserted after the prefix and the case file reference.
Use case file reference and prefix for statistical postings:
You can specify that for statistical postings, the case file reference and the prefix selected above are automatically inserted into the posting text.
Append invoice recipient/contact for statistical postings:
You can specify that for statistical postings, the invoice recipient is automatically inserted into the posting text.
Match Rate – Bank Statement Import
Consider invoice numbers starting from:
A number of up to 10 digits can be entered here.
If a number is entered, the numeric portion of the matched invoice number must be greater than or equal to the configured number.
Examples
Match 2024123A; numeric portion 2024123
Match 1000-2024; numeric portion 10002024
Match ABC/20034; numeric portion 20034
Consider invoice recipient:
When this option is enabled, for open items, the name of the invoice recipient must exactly match the client/payee or the ultimate client/payee, in addition to matching the invoice number.
For individuals, both first name and last name are considered; otherwise, only the name is used.
External Interface
Default value for tax treatment – Tax-exempt disbursements:
You can configure a tax treatment for tax-exempt disbursements for invoices imported into LEXolution via the external communication interface.
Bookmarks
Display of employee names in bookmarks:
You can configure the display and sorting of employee names as follows:
- "Last name Title, First name" – sorted by last name, first name
- "Title First name Last name" – sorted by last name, first name
- "Title First name Last name" – sorted by title, first name, last name
This setting applies to the following bookmarks:
- Fee: Hourly line items (summarized by attorney)
- Fee: Hourly line items (by attorney)
- Fee: Hourly line items (by date)
- Gross total amount (hours)
- Revenue distribution
- Revenue distribution collective invoice
- Attachment collective invoice
Consent Service Settings
You can enter the information required for the consent service.
Related to