A permission profile consists of one or more individual function permissions, which can be assigned using multi-selection. The individual function permissions can be combined in any way.
The Administration permission profile is a system entry and includes all function permissions. Please note that for users with the Administration permission profile, file access rights have no effect.
Individual Function Permissions
| No. | Description |
|---|---|
| 1000 | Open Receivables Debtors - view |
| 1001 | Open Receivables Debtors - edit |
| 1010 | Account Statement - view |
| 1011 | Account Statement - create new |
| 1012 | Account Statement - edit |
| 1013 | Account Statement - delete |
| 1014 | Account Statement - cancel |
| 1015 | Account Statement - Resulting Acquisition Distribution |
| 1016 | Account Statement - Acquisition Distribution |
| 1020 | Case Account - view |
| 1021 | Case Account - post to Receivables Management |
| 1022 | Case Account - Show Old Case Account |
| 1024 | Cases - Create Notary Transaction |
| 1030 | Case Account Balance List - view |
| 1035 | Case Account Transaction List - view |
| 1040 | Attorney Account - view |
| 1041 | Attorney Account - filter |
| 1050 | General Bookings - view |
| 1051 | General Bookings - create new |
| 1052 | General Bookings - edit |
| 1053 | General Bookings - delete |
| 1055 | General Bookings (protected) - edit |
| 1056 | General Bookings - cancel |
| 1060 | Journal - view |
| 1070 | Trial Balance List - view |
| 1080 | Account Sheet - view |
| 1090 | Transaction Journal - view |
| 1091 | Transaction Journal - export |
| 1100 | Dunning List - view |
| 1101 | Dunning List - set dunning level |
| 1102 | Dunning List - create dunning letter |
| 1103 | Dunning List - open dunning letter |
| 1104 | Dunning List - send emails |
| 1150 | Valuations - view |
| 1151 | Valuations - edit |
| 1160 | Payment Orders - view |
| 1161 | Payment Orders - create new |
| 1162 | Payment Orders - edit |
| 1163 | Payment Orders - delete |
| 1171 | Travel Expense Import - view |
| 1172 | Travel Expense Import - create new |
| 1173 | Travel Expense Import - edit |
| 1175 | Travel Expense Import - delete |
| 1176 | Travel Expense Import - accept |
| 1180 | Received Advance - view |
| 1185 | Third-Party Funds - view |
| 1190 | Collections - view |
| 1191 | Collections - revert to incoming |
| 1192 | Collections - dispute |
| 1193 | Collections - post to Receivables Management |
| 1194 | Collections - edit required information |
| 1210 | Invoice Preparation - view |
| 1220 | Account Statement - Import - view |
| 1221 | Account Statement - Import - create new |
| 1222 | Account Statement - Import - delete |
| 1223 | Account Statement - Import - Account Statement Items |
| 1224 | Account Statement - Import - Auto-assign Bank Account |
| 1225 | Account Statement - Import - Manually assign Bank Account |
| 1226 | Account Statement - Import - Post Account Statements |
| 1230 | Import - Account Statement - Search Steps - view |
| 1231 | Import - Account Statement - Search Steps - edit |
| 1232 | Import - Account Statement - Search Steps - delete |
| 1240 | Closing Balances - view |
| 1241 | Closing Balances - edit |
| 1242 | Closing Balances - delete |
| 1243 | Closing Balances - set |
| 1244 | Closing Balances - reset |
| 1250 | Tax-Free Expenses per Case - view |
| 1301 | Rates - view |
| 1302 | Rates - edit |
| 1303 | Internal Rates - view |
| 1304 | Internal Rates - edit |
| 1305 | Rates - create new |
| 1306 | Rates - delete |
| 1307 | Internal Rates - create new |
| 1308 | Internal Rates - delete |
| 1309 | Resulting Rates - view |
| 1310 | External Rates - view |
| 1311 | External Rates - edit |
| 1312 | External Rates - create new |
| 1313 | External Rates - delete |
| 1314 | Resulting Rates - Show Only Case Responsible edit |
| 1315 | Resulting Rates (Case) - view |
| 1400 | Balance as of Key Date - view |
| 1401 | Balance as of Key Date - save as closing balance |
| 1402 | Balance as of Key Date - Balance Journal - view |
| 1500 | Closing Balance Services - view |
| 1501 | Closing Balance Services - Edit Valuation Rate |
| 1502 | Closing Balance Services - Balance Journal - view |
| 2000 | Network - view |
| 2001 | Network - show |
| 2002 | Network Graph - show |
| 2003 | Network Graph - Clipboard |
| 2010 | Contacts - view |
| 2011 | Contacts - create new |
| 2012 | Contacts - edit |
| 2013 | Contacts - assign bank accounts |
| 2014 | Contacts - delete |
| 2015 | Contacts - Activate/Deactivate |
| 2016 | Contacts - GDPR Anonymize |
| 2017 | Contacts - GDPR Information |
| 2018 | Contacts - GDPR Consent Service |
| 2019 | Contacts - MCS Selection |
| 2020 | Contact Information - view |
| 2021 | Contacts - Billing Configuration view |
| 2022 | Contacts - Billing Configuration create new |
| 2023 | Contacts - Billing Configuration edit |
| 2024 | Contacts - Billing Configuration delete |
| 2025 | Contacts - create new with Online Research |
| 2026 | Contacts - Billing Configuration - Framework Order create new |
| 2027 | Contacts - Billing Configuration - Framework Order edit |
| 2028 | Contacts - Billing Configuration - Framework Order delete |
| 3010 | Standard Reports - view |
| 3011 | Standard Reports - create |
| 3012 | Firm-Specific Reports - create |
| 3013 | Firm-Specific Reports - view |
| 3014 | Standard Reports - edit |
| 3015 | Firm-Specific Reports - edit |
| 3020 | Analysis DB - update |
| 4010 | Email Templates - view |
| 4011 | Email Templates - edit (incl. create and delete) |
| 4020 | Word Templates - view |
| 4021 | Word Templates - create new |
| 4022 | Word Templates - edit |
| 4023 | Word Templates - delete |
| 4030 | System Templates - view |
| 4031 | System Templates - create new |
| 4032 | System Templates - edit |
| 4033 | System Templates - delete |
| 4042 | Conflict Lists - view |
| 4043 | Conflict Lists - create new |
| 4044 | Conflict Lists - edit |
| 4045 | Conflict Lists - delete |
| 4046 | Countries - view |
| 4047 | Countries - edit |
| 4050 | Case Register view |
| 4054 | Case Register Templates - view |
| 4060 | Settings - view |
| 4061 | Settings - edit |
| 4070 | Conflict Lists - Download Sanctions Lists |
| 4071 | Conflict Lists - Import |
| 4080 | External Applications - view |
| 4081 | External Applications - edit |
| 4082 | External Applications - Receivables Management - Sync Locations |
| 4084 | External Applications - Update Case Data and Object Rights |
| 4085 | External Applications - STP Cloud - Upload Data |
| 4100 | Number Ranges - view |
| 4101 | Number Ranges - create new |
| 4102 | Number Ranges - edit |
| 4103 | Number Ranges - delete |
| 5000 | Users - view |
| 5001 | Users - create new |
| 5002 | Users - edit |
| 5003 | Users - delete |
| 5010 | User Groups - view |
| 5011 | User Groups - create new |
| 5012 | User Groups - edit |
| 5020 | Permission Profiles - view |
| 5021 | Permission Profiles - create new |
| 5022 | Permission Profiles - edit |
| 5023 | Permission Profiles - delete |
| 6000 | Export - Settings - view |
| 6001 | Export - Settings - edit |
| 6010 | Account Names - view |
| 6011 | Account Names - edit |
| 6020 | Account Functions - view |
| 6021 | Account Functions - edit |
| 6030 | Personal Accounts - view |
| 6031 | Personal Accounts - create new |
| 6032 | Personal Accounts - edit |
| 6033 | Personal Accounts - delete |
| 6040 | Projects - view |
| 6041 | Projects - edit |
| 6050 | Tax Events - view |
| 6051 | Tax Events - edit |
| 6060 | Export - Runs - view |
| 6061 | Export - Runs - export |
| 6062 | Import - Runs - view |
| 6063 | Import - Runs - delete |
| 6064 | Import - Runs - create new |
| 6065 | Export - Export Bookings - Delete Created Runs |
| 6066 | Export - Export Bookings - View Created Runs |
| 6067 | Export - Export Bookings - Create File |
| 6070 | Dunning - view |
| 6071 | Dunning - edit |
| 6095 | Travel Expense Import - Settings - view |
| 6096 | Travel Expense Import - Settings - create new |
| 6097 | Travel Expense Import - Settings - edit |
| 6098 | Travel Expense Import - Settings - delete |
| 6110 | Export - Formats - view |
| 6111 | Export - Formats - new |
| 6112 | Export - Formats - edit |
| 6113 | Export - Formats - delete |
| 6114 | Export - Mapping - view |
| 6115 | Export - Mapping - new |
| 6116 | Export - Mapping - edit |
| 6117 | Export - Mapping - delete |
| 6150 | ZOT Definition - view |
| 6151 | ZOT Definition - create new |
| 6152 | ZOT Definition - edit |
| 6153 | ZOT Definition - delete |
| 6160 | Currencies - view |
| 6161 | Currencies - edit |
| 6170 | Service Billing - view |
| 6171 | Service Billing - edit |
| 6174 | Export - Attorney Account - view |
| 6175 | Export - Attorney Account - edit |
| 6176 | Bank Accounts - view |
| 6177 | Bank Accounts - edit |
| 6180 | Bank Accounts - create new |
| 6181 | Bank Accounts - delete |
| 6200 | Cost Carriers - view |
| 6201 | Cost Carriers - edit |
| 6210 | Cost Centers - view |
| 6211 | Cost Centers - edit |
| 6310 | Fiscal Years - view |
| 6311 | Fiscal Years - create new |
| 6312 | Fiscal Years - edit |
| 6313 | Fiscal Years - delete |
| 6314 | Fiscal Years - open/close booking periods |
| 6315 | Fiscal Years - open/close |
| 6316 | Fiscal Years - reorganize |
| 7000 | Invoices - Edit Tax Event |
| 7001 | Invoices - view |
| 7002 | Invoices - Create Credit Note/Currency Loss |
| 7003 | Invoices - Delete Credit Note/Currency Loss |
| 7004 | Invoices - Create Cancellation |
| 7005 | Invoices - cumulate |
| 7006 | Invoices - Show Distribution Key |
| 7007 | Invoices - not included |
| 7008 | Invoices - Open Document |
| 7009 | Invoices - Create EDI File |
| 7010 | Invoice Drafts - Set Manual Date |
| 7011 | Invoices - Credit Note/Currency Loss/Cancellation/Cumulation - Set Manual Date |
| 7012 | Invoice Drafts - Set Booking Period Manually |
| 7013 | Invoices - Credit Note/Currency Loss/Cancellation/Cumulation Set Booking Period Manually |
| 7014 | Invoices - Open Service Overview for Invoice |
| 7015 | Invoices - Open Service Overview for Case |
| 7016 | Invoices - Open Fee Limit |
| 7017 | Invoices - Open Billing Info |
| 7018 | Invoices - Create Cancellation for Cumulated Invoices |
| 7019 | Invoices - Create Document |
| 7020 | Invoice Drafts - View |
| 7021 | Invoice Drafts - Create New |
| 7022 | Invoice Drafts - Edit |
| 7023 | Invoice Drafts - Delete |
| 7024 | Invoice Drafts - Finalize |
| 7025 | Invoice Drafts - Show Distribution Key |
| 7026 | Invoice Drafts - Create Document |
| 7027 | Invoice Drafts - Open Document |
| 7028 | Invoice Drafts - Create Service Allocation |
| 7029 | Invoice Drafts - Create Split |
| 7030 | Invoice Drafts - Edit Distribution Key |
| 7031 | Invoice Drafts - Distribution Key - Add Employee to File |
| 7032 | Invoice Drafts - Open Service Overview for Invoice |
| 7033 | Invoice Drafts - Open Service Overview for File |
| 7034 | Invoice Drafts - Open Fee Limit |
| 7036 | Invoice Drafts - Open Billing Info |
| 7038 | Invoice Drafts - Flat Rate |
| 7039 | Invoice Drafts - Create EDI File |
| 7040 | Outgoing Invoice Journal - View |
| 7050 | Imported Invoices - View |
| 7060 | Invoice Drafts - Hourly Items - Write Off in Bulk |
| 7061 | Invoice Drafts - Hourly Items - Reload Rates |
| 7062 | Invoice Drafts - Hourly Items - Write Billable Hours to Scheduled Hours |
| 7063 | Invoice Drafts - Invoice Items - Revenue Distribution |
| 7064 | Invoice Drafts - Invoice Items - Billing Distribution |
| 7065 | Invoice Drafts - Invoice Items - Distribution Order |
| 7066 | Invoice Drafts - Overview of Invoice Draft |
| 7067 | Invoice Drafts - Hourly Items - Adjust Billable Times to Interval |
| 7068 | Invoice Drafts - Hourly Items - Reload Billable Times, Interval |
| 7069 | Invoice Drafts - Hourly Items - Reduce Billable Hours |
| 7071 | Invoice Drafts - Open Service Overview 2 for Invoice |
| 7072 | Invoices - Open Service Overview 2 for Invoice |
| 7080 | Invoice Drafts - Expense Items - Write Off in Bulk |
| 7081 | Invoice Drafts - Expense Items - Reload Rates |
| 7082 | Invoice Drafts - Invoice Items - Enter and Add New Fee |
| 7083 | Invoice Drafts - Invoice Items - Add Entered Fees |
| 7084 | Invoice Drafts - Invoice Items - Apply Open Items |
| 7100 | Invoice Runs - View |
| 7101 | Invoice Runs - Create New |
| 7102 | Invoice Runs - Edit |
| 7103 | Invoice Runs - Delete |
| 7104 | Invoice Runs Configuration - Billing |
| 7105 | Invoice Runs Configuration - Exchange Rates |
| 7106 | Invoice Runs - Execute |
| 7107 | Invoice Runs - Results |
| 7108 | Invoice Runs - Results - Overview of Invoice Draft |
| 7110 | Invoice Dispatch - View |
| 7111 | Invoice Dispatch - Create New |
| 7112 | Invoice Dispatch - Edit |
| 7113 | Invoice Dispatch - Delete |
| 7114 | Invoice Dispatch - Status Change from Sent to Released |
| 7115 | Invoice Dispatch - Send Email |
| 7200 | Billing Configuration - Partial Invoices via Hierarchy |
| 7300 | Billing Contracts - View |
| 7301 | Billing Contracts - Create New |
| 7302 | Billing Contracts - Edit |
| 7303 | Billing Contracts - Delete |
| 7304 | Billing Contracts - Edit Service Catalog |
| 7305 | Billing Contracts - Edit Contacts |
| 7306 | Billing Contracts - Copy Contract |
| 7307 | Billing Contracts - Store in DMS |
| 8000 | Reminder Configuration - View |
| 8001 | Reminder Configuration - Create New |
| 8002 | Reminder Configuration - Edit |
| 8003 | Property Lists - View |
| 8004 | Property Lists - Edit |
| 8005 | Property Lists - Delete |
| 8006 | Property Lists - Create New |
| 8007 | Mandatory Fields - View |
| 8008 | Mandatory Fields - Edit |
| 8010 | Reminders - Edit |
| 8011 | Reminders - Complete |
| 8012 | Reminders - Enter |
| 8013 | Reminders - Single Printout |
| 8100 | Deadline Types - View |
| 8101 | Deadline Types - Create New |
| 8102 | Deadline Types - Edit |
| 8103 | Deadline Types - Delete |
| 8200 | Deadline Control - View |
| 8201 | Deadlines - Edit |
| 8202 | Deadlines - Complete |
| 8203 | Deadlines - Enter |
| 8204 | Deadlines - Single Printout |
| 8210 | Advance Deadlines - Seen |
| 8300 | Deadlines and Reminders - View |
| 9000 | Locations - View |
| 9001 | Locations - Create New |
| 9002 | Locations - Edit |
| 9010 | Employees - View |
| 9011 | Employees - Create New |
| 9012 | Employees - Edit |
| 9013 | Employees - Show Insider Information |
| 9014 | Export Employee Data |
| 9015 | Employee Professions - View |
| 9016 | Employee Professions - Edit |
| 9017 | Professional Additions - View |
| 9018 | Professional Additions - Edit |
| 9019 | Employees - Practice Groups |
| 9020 | Practice Groups - View |
| 9021 | Practice Groups - Create New |
| 9022 | Practice Groups - Edit |
| 9023 | Practice Groups - Employees |
| 9025 | Languages - View |
| 9026 | Languages - Create New |
| 9027 | Languages - Edit |
| 9028 | Languages - Delete |
| 9030 | Participation Types - View |
| 9031 | Participation Types - Create New |
| 9032 | Participation Types - Edit |
| 9033 | Participation Types - Delete |
| 9035 | Legal Areas - View |
| 9036 | Legal Areas - Create New |
| 9037 | Legal Areas - Edit |
| 9038 | Legal Areas - Delete |
| 9040 | Responsibility Types - View |
| 9041 | Responsibility Types - Create New |
| 9042 | Responsibility Types - Edit |
| 9043 | Responsibility Types - Delete |
| 9045 | File Categories - View |
| 9046 | File Categories - Create New |
| 9047 | File Categories - Edit |
| 9048 | File Categories - Delete |
| 9050 | Legal Forms - View |
| 9051 | Legal Forms - Create New |
| 9052 | Legal Forms - Edit |
| 9053 | Legal Forms - Delete |
| 9055 | Industries - View |
| 9056 | Industries - Create New |
| 9057 | Industries - Edit |
| 9058 | Industries - Delete |
| 9060 | Employee Status - View |
| 9061 | Employee Status - Create New |
| 9062 | Employee Status - Edit |
| 9063 | Employee Status - Delete |
| 9065 | Conflict Keywords - View |
| 9066 | Conflict Keywords - Create New |
| 9067 | Conflict Keywords - Edit |
| 9068 | Conflict Keywords - Delete |
| 9070 | Contact Categories - View |
| 9071 | Contact Categories - Create New |
| 9072 | Contact Categories - Edit |
| 9073 | Contact Categories - Delete |
| 9075 | Contact - Relationship Types - View |
| 9076 | Contact - Relationship Types - Create New |
| 9077 | Contact - Relationship Types - Edit |
| 9078 | Contact - Relationship Types - Delete |
| 9080 | Contact - Responsibility - View |
| 9081 | Contact - Responsibility - Create New |
| 9082 | Contact - Responsibility - Edit |
| 9083 | Contact - Responsibility - Delete |
| 9085 | Contact - Representation Types - View |
| 9086 | Contact - Representation Types - Create New |
| 9087 | Contact - Representation Types - Edit |
| 9088 | Contact - Representation Types - Delete |
| 9090 | Conflict List Attributes - View |
| 9091 | Conflict List Attributes - Create New |
| 9092 | Conflict List Attributes - Edit |
| 9093 | Conflict List Attributes - Delete |
| 9095 | Appointment - Appointment Types - View |
| 9096 | Appointment - Appointment Types - Create New |
| 9097 | Appointment - Appointment Types - Edit |
| 9098 | Appointment - Appointment Types - Delete |
| 9100 | Appointment - Appointment Categories - View |
| 9101 | Appointment - Appointment Categories - Create New |
| 9102 | Appointment - Appointment Categories - Edit |
| 9103 | Appointment - Appointment Categories - Delete |
| 9105 | Contact - Third-Party Relationship Types - View |
| 9106 | Contact - Third-Party Relationship Types - Create New |
| 9107 | Contact - Third-Party Relationship Types - Edit |
| 9108 | Contact - Third-Party Relationship Types - Delete |
| 9110 | Case Participation - View |
| 9111 | Case Participation - Create New |
| 9112 | Case Participation - Edit |
| 9113 | Case Participation - Delete |
| 9114 | Contact Location - View |
| 9115 | Contact Location - Create New |
| 9116 | Contact Location - Edit |
| 9117 | Contact Location - Delete |
| 10000 | Files - Close |
| 10001 | Files - Reactivate |
| 10002 | Files - View |
| 10003 | Files - Edit |
| 10004 | Files - Create New |
| 10005 | Files - Show Hierarchy |
| 10006 | Files - Show File Cover Sheet |
| 10007 | File - Service Overview 1 - View |
| 10008 | File - Exclude from Conflict Check |
| 10009 | Conflict Check - Accept |
| 10010 | Batch File Storage - Create New |
| 10011 | Batch File Storage - Edit |
| 10012 | Batch File Storage - Delete |
| 10013 | Batch File Storage - Execute |
| 10014 | Batch File Storage - View |
| 10015 | Files - Open KFC Result View |
| 10016 | Files - Create KFC Manually |
| 10017 | Files - Create Claims Management |
| 10018 | Files - Check for Tax-Free Expenses on File Storage |
| 10019 | Favorite Files - View |
| 10020 | Hierarchy - View |
| 10021 | Hierarchy - Add |
| 10022 | Hierarchy - Remove |
| 10023 | Files - Copy |
| 10024 | Files - Delete Claims Management |
| 10025 | Files - Delete |
| 10026 | Files - View Billing Configuration |
| 10027 | Files - Edit Billing Configuration |
| 10028 | Files - Create New Billing Configuration |
| 10029 | Files - Delete Billing Configuration |
| 10030 | Conflict Check - View |
| 10031 | Conflict Check - Create New |
| 10032 | Conflict Check - Edit |
| 10033 | Conflict Check - Delete |
| 10034 | Conflict Check - Execute |
| 10035 | Conflict Check - Show Scope of Review |
| 10036 | Conflict Check - Reject |
| 10037 | Conflict Check - Complete |
| 10038 | Conflict Check - Create New File |
| 10039 | Conflict Check - No Matches Against |
| 10041 | Conflict Check - Only Matches Against |
| 10042 | File - Service Overview 2 - View |
| 10043 | Conflict Check - Legal Twin - Analyze Phonetic Matches |
| 10044 | Conflict Check - AI Assessment |
| 10100 | File - Billing Information - View |
| 10101 | File - Billing Information - Edit |
| 10200 | File - Access Rights - View |
| 10201 | File - Access Rights - Edit |
| 10202 | File - Access Rights - Create New |
| 10203 | File - Access Rights - Delete |
| 10301 | GWG Check Completed - Edit |
| 20000 | Expenses - View |
| 20001 | Expenses - Create New |
| 20002 | Expenses - Edit |
| 20003 | Expenses - Delete |
| 20005 | Expenses - Write Off |
| 20006 | Expenses - Copy |
| 20007 | Expenses - Edit Inventory Date |
| 20008 | Expenses - Edit Inventory Quantity |
| 20009 | Tax-Free Expenses - Write Off |
| 20010 | Expenses - Inventory Journal - View |
| 20050 | Expense Import - View |
| 20051 | Expense Import - Create New |
| 20052 | Expense Import - Delete |
| 20053 | Expense Import - Apply |
| 20054 | Expense Import - Post-Processing |
| 20055 | Expense Import - Post-Processing - Edit |
| 20094 | Times - Show Log |
| 20095 | Times - Show Deleted Times Log |
| 20096 | Times - Cancel Inventory |
| 20097 | Times - Transfer Inventory |
| 20098 | Times - Inventory Journal - View |
| 20099 | Times - Edit Inventory Quantity |
| 20100 | Times - View |
| 20101 | Times - Create New |
| 20102 | Times - Edit |
| 20103 | Times - Delete |
| 20104 | Times - Close |
| 20105 | Times - Open |
| 20106 | Times - Assign Multiple |
| 20107 | Times - Write Off |
| 20108 | Times - Copy |
| 20109 | Times - Edit Inventory Date |
| 20110 | Other Fees - View |
| 20111 | Other Fees - Create New |
| 20112 | Other Fees - Edit |
| 20113 | Other Fees - Delete |
| 20114 | Other Fees - Create Multiple |
| 20115 | Other Fees - Inventory Journal - View |
| 20145 | Other Fees - Write Off |
| 20146 | Other Fees - New Billable Amount |
| 20147 | Other Fees - Transfer Inventory |
| 20148 | Other Fees - Edit Write-Off Date |
| 20200 | Times LEXolution.TIME - View |
| 20201 | Times LEXolution.TIME - Filter |
| 20202 | Times LEXolution.TIME - Edit |
| 20203 | Times LEXolution.TIME - Delete |
| 20204 | Times LEXolution.Time - All Employees |
| 20300 | Calendar - View |
| 20301 | Calendar - Edit Appointment |
| 20302 | Calendar - Create Appointment |
| 20303 | Calendar - Delete Appointment |
| 20304 | Calendar - Print Single Appointment |
| 30010 | Payment Types - View |
| 30011 | Payment Types - Edit |
| 30020 | Cost Types - View |
| 30021 | Cost Types - Edit |
| 30030 | Main Claim Types - View |
| 30031 | Main Claim Types - Edit |
| 40100 | Service Types - View |
| 40101 | Service Types - Create New |
| 40102 | Service Types - Edit |
| 40103 | Service Types - Delete |
| 40105 | Service Catalog - Edit |
| 40200 | Payment Terms - View |
| 40201 | Payment Terms - Create New |
| 40202 | Payment Terms - Edit |
| 40203 | Payment Terms - Delete |
| 50010 | Acquisition Types - View |
| 50020 | Acquisition Types - Edit |
| 50029 | Files - View Acquisition Distribution |
| 50030 | Files - Edit Acquisition Distribution |
| 50040 | Acquisition Distribution Journal - View |
| 50050 | Acquisition Distribution Journal - Edit |
| 50060 | Letter Salutations - View |
| 50061 | Letter Salutations - Edit |
| 61010 | Report - 1010 File Account Balances - Create |
| 61011 | Report - 1011 File Account Balances (QF) - Create |
| 61012 | Report - 1012 File Account Balances (QF) with Continuous Page Numbers - Create |
| 61013 | Report - 1013 File Account Balances Grouped by Client - Create |
| 61020 | Report - 1020 Client Funds - Create |
| 61030 | Report - 1030 EA Tax-Free Expenses - Create |
| 61031 | Report - 1031 EA Tax-Free Expenses Write-Off - Create |
| 61040 | Report - 1040 Fee Balance List - Create |
| 61100 | Report - 1100 Open Items - Create |
| 61101 | Report - 1101 Open Items Grouped by File - Create |
| 61102 | Report - 1102 Outgoing Invoices with Tax Details - Create |
| 61103 | Report - 1103 Open Items by HVRA - Create |
| 61110 | Report - 1110 WIP/Unfinished Services by Employee - Create |
| 61111 | Report - 1111 WIP/Unfinished Services by Employee Grouped by Age - Create |
| 61112 | Report - 1112 WIP/Unfinished Services of Files by Responsible Employee - Create |
| 61113 | Report - 1113 WIP/Unfinished Services of Files Grouped by Location with File Categories - Create |
| 61114 | Report - 1114 WIP/Unfinished Services of Main Files with WIP of Subfiles Summed Up - Create |
| 61115 | Report - 1115 WIP/Unfinished Services for Separately Billable Files - Create |
| 61116 | Report - 1116 WIP by HVRA - Create |
| 61200 | Report - 1200 Late Times - Create |
| 61201 | Report - 1201 Recorded Times - Create |
| 61202 | Report - 1202 Recorded Times with Management Reference Grouped by Service Type - Create |
| 61203 | Report - 1203 Recorded Times with Management Reference Summed by Service Type - Create |
| 61204 | Report - 1204 Time Analysis with File Reference - Create |
| 61205 | Report - 1205 Time Analysis with File Reference (Single Selection HVRA with Search) - Create |
| 61300 | Report - 1300 Reminder List - Create |
| 61301 | Report - 1301 Reminders with Time Limit Until - Create |
| 61302 | Report - 1302 Reminders with Time Limit From-To - Create |
| 61400 | Report - 1400 Dunning List - Create |
| 61500 | Report - 1500 Closed Files - Create |
| 61501 | Report - 1501 Files with Increased Liability Risk - Create |
| 61600 | Report - 1600 Revenue by Contact (Shown by Document Date) - Create |
| 61601 | Report - 1601 Revenue by Contact (Shown by Posting Period) - Create |
| 61700 | Report - 1700 Deadlines - Create |
| 61701 | Report - 1701 Deadlines Single Printout - Create |
| 61800 | Report - 1800 Appointments Single Printout - Create |
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This article was automatically translated by AI and may contain errors.
This article was automatically translated by AI and may contain errors.
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