How to Add a Billing Unit

To add a new Billing Unit, head over to the Control Panel, under Organisation, click on the Manage Business & Billing Units.  

Once you are in the Manage Business & Billing Units, click on the Add Business Unit button.

The following dialogue will appear.

You will need to fill in the same details as if you were creating a Business Unit.

For more information about how to Add a Business Unit, click here.

After you filled out the initial details, which are the same as if you were making a Business Unit, click on the Define As A Billing Unit button. 

The following dialogue will appear with more data fields for you to fill in order to make a new Billing Unit.

1. Company Name
   Here you would add the company name. Billing Units are typically the name of the law-firms regional headquarters. 
   
   
2. VAT Number
   Here you would add the VAT number of the company.

3. Currency
   Here you would choose your default currency. This will typically be the currency of the country the billing unit is residing in. 

4. Accounting System
   This will be displayed as empty even if you do have an accounting integration setup.

5. Default due days
   Here you would put the due days to be displayed when invoices are generated.

6. Default Expense VAT
   Here you would put the default Value Added Tax (VAT) to be seen on the invoice. VAT is different per country, for example, Thailand is 7%, Sweden is 25%, and in the UK is 20%.

7. Invoice Day of the Month
   Here you would put the day the invoice would be issued. If you put a day here, every invoice generated will display that day of the month (depending on the month you generate invoices in) even if you generate invoices from a different day.
   Typically this is left blank, which will always display today's date when generating invoices. 

8. Available Invoice Profiles
   Here you would select the invoice profiles you would like to use for this billing unit. You can select multiple invoice profiles if required.
   
   
9. Default Invoice Profile
   Here you would select the default invoice profile to be used for all invoices generated within this billing unit. The list is generated based on what selected in Available Invoice Profiles. 

10. Invoice Number Serie Definition
    Here you can create an Invoice Number Serie for the invoice based on two types.

• • Billing Unit
    If you tick this, you can create an invoice number using the serie number, which will start from 1 and go all the up every time an invoice is created. 
    
    
  • Date
    If you tick this, you can create an invoice number that will be based on the date. Since this is based on date, you will have to be using at least one of the date codes in the code sheet. Using one of the codes (DAY, MONTH or YEAR) with {SERIE:3} in front or behind, the {SERIE:3} number will reset either every DAY, MONTH or YEAR; depending which code you use.

11. Advance Settings

• • Auto Approve Time Records when Generating Invoices
    Tick this if you want time records that have not been approved (in a Registered-state) to be automatically approved during the generation of new invoices within the invoice period.
    
    
  • Auto Approve Expense Records when Generating Invoices
    Tick this if you want expense records that have not been approved (in a Registered-state) to be automatically approved during the generation of new invoices within the invoice period.

Once you are done inputting the relevant information, click on Create and you are done.

Note:

1. Ensure you are a User with 'Administrator'-rights set to access the Control Panel.