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Q: Why can’t I invoice?
A: If you do not have the correct permissions, you would not be able to enter invoices or confirm them. Please specify what permissions are needed and for what users so that we can rectify this.
Q: I have a Mr & Mrs & company for a matter. How do I add them to the matter information?
A: 1. Set up the company as a client.
2. Set up Mr as a contact.
3. Set up Mrs as a contact
4. Make the company the principal contact on the file and then add Mr & Mrs as additional contacts.
Also see the Help page on how to add additional contacts to a matter at How do I add multiple contacts to a matter?
Q. How do you delete an invoice?
A: Go to the invoice and press delete. This is only available up until the point the invoice is confirmed. After this point, you will need to post it to the external accounting system and then delete it there. After this, you need to delete it in WOL as well.
Q: Why aren’t my expenses appearing for my invoices?
A: Your expenses i.e. disbursements may not be appearing for billing if they have not been confirmed. Check that the have been entered for the right matter, on the correct date and have been confirmed.
Q: I’ve entered time for someone else, but now it has disappeared from my screen
A: After you enter time for someone else, if you navigate away from the Time Entry area, it will save and go to their time entry screen instead. This is to prevent people editing the same lines. Once it is submitted then anyone with permission can edit it.
See Entering time for another Fee Earner for more information
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Q: I can't find my SAI Global Searches. Where are they?
A: If you have entered in a matter number from your system, the search fee and document will be allocated to that matter. If you did not enter in a matter or types it incorrectly, the search fee and document will be allocated to the Error Matter within Wise Owl Legal. Click here for instructions on how to fix Error Matter entries.
Q: Why aren't my SAI Global searches coming up for billing?
A: Your searches are either going to be in Draft status or they have been attached to the Error Matter. Click here for help on the draft status. Click here for help on the Error Matter.