Based on FilePro Version 16.2 - Copyright 2013-2017
File Default
Auto Disbursement on Opening a File
Create a disbursement automatically when a file is opened - This facility automatically creates an automatic disbursement each time you open a new file. Most users will utilise this for the File Opening Fee.
Amount - The amount you wish to charge for the automatic disbursement.
Cost Code - This links to an Office Cost or Disbursement cost code which will be used for the creation of automatic disbursement.
File Options
Check for conflict of interest on new files? - If you check this box, the add file screen will be modified for every file opened. The user will be required to indicate they have checked for conflict of interest by checking the checkbox at the bottom of the add file screen. See To Open a File.
Trust Authority option on Files- Will enable the Trust Authority tick box on a file allowing the ability to indicate if Trust Authority has been given from the client. This can also be included in the File Listing report.
Default new Files to email Invoices - A flag will automatically be set on new files to show that the client would like invoices to be emailed.
Default new Files to email Reminders - A flag will automaticlly be set on new files to show that the client would like reminder notices to be emailed.
Restrict Archiving When a File Has:
Unbilled Timesheets - This will prevent a File from being Archived while there are unbilled Timesheets on the File.
Unbilled Office Costs - This will prevent a File from being Archived while there are unbilled Office Costs on the File.
