Fixed Fee - Edit

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Editing Fixed Fee Records

If you decide after submitting the Fixed Fee that you want to make changes to the fee or description, you can still do this!


You can change the Fixed Fee all the way up to when you confirm the invoice.

Editing Individual Fee Records

In the Time Sheet Register it is as simple as selecting the Reference # next to the relevant Fixed fee (indicated by the Ref including 'FF')  

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This will take you into the Fixed Fee where you can select the Edit button, or if you want to start again, select the red Delete record button.
 
Once the Fixed Fee has been applied to an invoice, it can be changed by entering a rate into the Rate column. This can be done even if you have approved the invoice.

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IMPORTANT: You cannot edit the Fixed Fee after the invoice has been confirmed!

Editing Bulk Fixed Fee Records

  1. From the time sheet register, select the down arrow next to Enter Fixed Fee Records.

  2. Choose the option ' Correct Previous'

     

  3. Use the search parameters to adjust the date, status, fee earner and how many records you want to display and then click 'Show Records'

     

     

  4. You can then edit your Fixed Fee records as needed

  5. Once finished editing, click on the blue Submit Records button at the bottom of the screen.

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