Several updates have recently been made to billing in Filevine, including new ways to create and track time entries, additional information for time entries, and more.
Users can now add special codes to Billing and Expenses items. These codes function as a dropdown for time entries and expenses in the billing section. Billing codes can be used as LEDES codes, and allow users to further categorize their time entries and expenses on invoices and reports. Learn more about billing codes.
Flat Fee Billing
Flat fee is a new billing entry type that allows users to add fees that are not time-dependent, allowing users to add billing entries that are neither an expense nor a time entry, like a monthly retainer.
The flat fee item is similar to the expense item, with fields for quantity and price per unit. Learn more about flat fee billing.
Billing in Outlook
Users can now create billing time entries from the Outlook Add-In. This feature enables users to enter time entries for email-related work without leaving Outlook. Learn more about billing in Outlook.
Calendar Based Time Tracking
Billing entries can be created directly from completed calendar events. Users can add time tracking details to a calendar event, and add time tracking capabilities for team members added as attendees. Learn more about calendar based time tracking.
Task Based Billing
Users can now create time entries associated with a task in a project’s activity feed. Time details can be added to a task, and the task and time information can be added as a time entry when the task is marked complete. Learn more about task based billing.
Time entries can now be set up for minimum time increments of either 0.1 hour (6-minute increments) or 0.25 hour (15-minute increments). Learn more about time increments.
A new Customized Billing Items report with additional report columns is now available in the Report Builder. Learn more about the new report columns and mergefields.