Robert Feld (Customer) asked a question.
Can you link several matters to one client for billing purposes
Can you link several matters to one client for billing purposes
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Robert Feld (Customer) asked a question.
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Hello Robert,
Thank you for using LEAP Community. You can attach a card to multiple matters by going into the matter, right click a table, and choose the appropriate option to add the card.
You can go to Menu > Home > View Cards to open cards and under the Matter tab, you can see all the matters attached to this card.
Kind regards,
Misty Petty
Help Desk Technician
You need to make them Debtor for Accounting, right? What we do is create a special debtor card, so for me, Scott Wolf, I am the client, but I'm paying bills for xyz, llc and bob, inc. and for my estate plan. I create a new card Scott Wolf--Accounting and add THAT card as the debtor for all of these disparate files. To me, it's a best practice and would like LEAP to maintain a database of this, if in fact it IS a best practice.