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Client (Statuses (Failed, Closed, Open, Hold, Pending, Non client,…
Client
Statuses
Failed
Closed
Open
Hold
Pending
Non client
Prospect
VAT group
Rest of World Clients
Rest of World Clients (With Tax)???
EU Clients (Non VAT Reg)
EU Clients (VAT Reg)
UK Clients
Rest of the World Clients (With Tax)???
Setup
Address and Contact Information
Invoice formats & schedules at client level
Invoice distribution methods
UDF's
Client group
EU Clients (VAT reg)
EU Clients (Non-VAT)
International Clients
UK Clients
Sales demographics
Segment
Subsegment
Line of business
Company chain
Responsibilities
Originator
Client account executive
Client relationship partner
Matter Contract
Matters
Sub-matters
Setup
Bank accounts
Responsibilities
Matter responsible
Supervisor
Matter Partner
Invoice formats & schedules
Invoice distribution methods
Client reference (your reference)
Financial dimensions
Report sorting
UDF's
WIPLimit
Excess
FeeEstimate(ExclVAT&Disbs)
CappedFee
FixedFee
Discounts
Matter group
Work type
Conflict search
Statuses
On hold
Failed
Pending
Marked for closure
Open for recording only
Open
Open for billing only
Closed
Setup
Price group (defines rates)
Client reference (to set contract level your reference)
VAT group (defaults from client)
Lock invoice currency (checked for UK Clients & Unchecked for foreign Clients)
Lock sales currency (always checked)
Funding sources (also can setup funding source level your reference)
Sales currency (Always GBP)
Funding allocations (to set splits between funding sources)
Invoice distribution methods
Invoice formats & schedules
Types
Standard
Payer
Record Type
Organisation
Person
Conflict search