From this page, you can do the following:

•Identify e-billing Roles—For projects or matters, select the associated involved role or contact-centric object/record role to automatically authorize for CSM electronic billing.

•Allow E-billing for Closed Matters—You can enable a setting that allows Collaborati invoices to be associated with closed TeamConnect matters.

Identify e-billing Roles

Determine which custom object Involved Roles and/or Contact-Centric Object Roles are to be used as e-billing roles. For example, if you select the role "Outside Firm" for a custom object "Litigation", then all authorized vendors who have Active Involved status in matters with this role would be authorized to bill on those matters, and the authorized vendor's e-billing contact will be able to view the list of matter names (in Collaborati) and IDs assigned to their firm before submitting invoices.

For more information, see Defining Global Billing Code, Vendor, and Timekeeper Settings and Authorizing Vendors.

Note: If a vendor is involved in multiple matters and in some matters his role is not authorized for e-billing then those matters would not be exposed as authorized for e-billing.

Note: Only matters in which the vendor (contact) with the authorized e-billing Role has an Active, Involved status can be authorized for that vendor for e-billing. If a matter is currently authorized in Collaborati and then the Involved vendor's status becomes Inactive, that matter will be removed from the authorized matters list in Collaborati.

Allow E-billing for Closed Matters

From the e-Billing Roles page, you can configure a setting that allows Collaborati invoices to be associated with closed TeamConnect matters. You must set a maximum number of days, after the matter closing date, within which invoices can be received.