From the main menu go into Database Maintenance create a new field
Name: Bill Print
Screen label: Bill Print
Initial Value: Bill Print
In System Matrix create a new item named Bill Print and point it at the new Database Maintenance field
Common values for the Bill Print field include:
AMB: Generates the AMB layout.
BILL: Generates the standard "eclipbill basic" layout.
BILL PRINT: Uses the "eclipse billbasic NW" layout.
PIC: Uses the PIC BILL layout.
Users will need to log out and back in again before creating new files which include this field. The field will not exist in matters created prior to the change and a job will need to be run to create and populate the field in existing matters.
To ensure consistency across existing matters, you can use an SQL update to populate the Bill Print field with the required values.
Regularly review and update the default initial value in Database Maintenance to prevent issues with new cases.
Then the bill print you require will need creating to attach on billing, this is done with the Advanced Report Creator.
Additionally, you can use the "Matter listing with bill print fields" report to review matters and their associated Bill Print values, ensuring accuracy and consistency.
Once this is done then go into Posting Maintenance under the tab BILL PRINTS, you will need to click the NEW button and create a bill print for the case type you want and add the name of the report. If you require some help to do this, please ask a question in the MyAccess Portal Digital Assistant and ask to "Speak to a human" to be put through directly to our support team.
If incorrect templates are applied, you can manually update the Bill Print field for each matter by adding it to the general details screen and entering the appropriate value (e.g., AMB, PIC).