From the Invoice Items page, you can press the blue New Invoice Item button to create a new item.
Note that it is recommended to open an existing similar item that was creating by Wise Owl Legal on setup to compare to. If the fields are not filled out correctly, this can affect your integration to your external accounting program.
The first step on creating a New Invoice Item is to identify what Purchase item will be connected to it.
Once you have decided on this, you will need to fill out the respective fields.
Description of Fields
Code: The item code is a unique field which identifies a purchase item. It should be an abbreviation of what the disbursement or recovery item is. For example 'MED' would be a suitable code for Medical Reports.
Name: The name is a description of what the purchase item is.
Description: An optional field which can be used to add additional details.
Is Active: Determines if an item is active or inactive. For creation of new matters ensure that this box is ticked.
Sort Order: The order in which the item codes will appear in the pick lists. By default all the items have a sort order of one, therefore sorting the items by alphabetical order.
Category: This is a choice of three categories
Professional Fees - Automatically created when a new User is created. This should not be used by manual creation of invoice items.
Office Expenses - This category is for all office recoveries that will be recovered on an invoice
Outlays - This category is for all outlays/disbursements that are recovered on an invoice
Tax Code: This is the tax code for the entry on the invoice.
Default Rate/Unit Price: If the item has a default price or rate
External Accounting Links
Account Code: This must exactly match with an account set up in your accounting software to allow for successful integration from Wise Owl Legal to your accounting software. Wise Owl will create accounts within the external accounting program if the header account matches in both systems. E.g. Reimbursements: << This is a header account
External Code: This field is for the External Item code used in the external accounting system. Depending on your accounting system, it will either appear in an Item Listing or under the Categories > Products/Services areas.
