Finance navigation 4

• Case Charges Tab
• View a Charge
• Finance Menu
• Split Charges

Add a charge 9

• Adding Charges Overview
• Manually Add a One-Off Charge
• Add a Charge from the Charge Sheet
• Add Time-Related Charges to a Case
• Add Charges in Different Currencies

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Update a charge 5

• Edit/Update Charge Information
• Mark Charges as Billed
• Delete a Charge
• Edit the Original Currency Amount of a Charge
• Add Percentage Charge

Charge left-hand menu 8

• Charge Left Hand Menu Tools
• Combined Invoice Shortcut
• Copy Charges Locally
• Copy to Other Cases
• Related Charges

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Discounts 11

• Discounts Overview
• Charge Discounts Overview
• Create New Charge Discounts
• Charge Discount Priority
• Edit Charge Discounts

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Budgets 6

• Budgets Overview
• Create a Budget
• Allocate a Case to a Budget
• View/Update a Budget
• View a Budget on a Case

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Charge approvals 8

• Charge Approvals Overview
• View Charge Approval Status
• Finalise Time Charge as 'Ready for Approval'
• Charge Approval Screen Overview
• Mark Charges as Approved

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Invoice previews 6

• Invoice Previews Overview
• Generate an Invoice Preview
• Amend an Invoice Preview
• Discard an Invoice Preview
• Generate a Final Invoice from a Preview

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Generate an invoice 8

• Invoice Options Overview
• Single Case Billing
• Combined Case Billing
• Monthly Billing
• Split Invoices

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Update an invoice 4

• View an Invoice
• Invoice Information Fields
• Update an Invoice/Mark Invoice as Paid
• Unbill an Invoice

Record/log time 5

• Use the Equinox Timer
• Log Time on a Case (Billable/Non-billable)
• Timesheet Overview
• Record Time in the Timesheet
• View Time Logged in the Timesheet

Finance exports 3

• Export Invoices to Xero
• Export Invoices to LEDES
• Export Invoices to Sage

Charge rates 2

• Currency-Specific Charge Rates
• Standard Charge Rate Options

Cost Forecasts 8

• Cost Forecasts Overview
• Create New Forecasts
• Edit A Forecast
• Delete A Forecast
• View Multiple Forecasts

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