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Draft billing authorisation set up

Users that are not getting the bills up to authorise, how do we set these up to authorise Can different users be added to the authorise list

V
Written by Valeriu Holtea
Updated over 6 months ago

There are a few different settings you can try to switch on:

  1. From the Legal Accounts Desktop (LAD) or Fee Earner Desktop (FED) select the Firm tab.

  2. Select the Administrators Desktop.

  3. Find the User Manager and select the user required.

  4. Go to Edit User and select the Details tab.

  5. Tick the box on the right hand side saying Supervisor.

  6. Apply the changes and select Close.

  7. Also add the user to the group for Bill Approvers, this should be at the bottom of the screen in User Manager.

  8. Tick the group and select Edit Group, move the user/users you require to the right in the group.

  9. Select Apply and Close.

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