Welcome to the Accounting and Finance Home.
into to what finance module does... (insert diagram) - intermediate pclaw part 1 - page 1
This page will explain some key features that you can access through this module and how they relate to billing.
Time Billing
The Wise Owl Legal time billing function integrates with Reckon Accounts Desktop. This means that:
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Invoicing is the step that will create a bill for the client after you have entered time or fixed fees and any recoveries. There are various statuses of invoices which must be paid close attention.
These are detailed more on the Invoice Register page.
External Accounting
This section is primarily used for connecting to your External Accounting system.
This will record all items that are posted successfully, any errors in posting and queries for the system for Wise Owl to react upon.
You can find more information on the External Accounting Register page
Lists
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The Lists area is for bringing in items from the External Accounting System that will help connect, any typing shortcuts, bank types etc.
This area controls what options you are given when creating new clients and your own customer fields.
You can find more information on the Lists Register page