During these uncertain times, many firms have opted to have their staff work remotely. But this change in routine may lead to some confusion in getting some essential functions done. One of these is the end of month billing. Click below to see an End of Month FAQ that may help back-office users get some of these functions done.
PerfectLaw’s Back Office allows users to attach or swap out images to invoices after they’ve been posted. Often, vendors will submit their invoices with an image in an effort to keep accurate records. But, sometimes the image isn’t available or a back office user simply forgot to include it on the posted invoice. When this happens, some products require the invoice be reversed and re-entered with the image. But not PerfectLaw. PerfectLaw’s Back Office allows users to attach images directly onto posted invoices through a standard file browser. To see how, please watch the video below:
With the latest version of PerfectLaw’s Back Office being released, users will now have greater flexibility to customize their grids, just like AIM users are currently doing in the Front Office.
This new version of the Back Office also comes with more opportunities to export reports to Excel, as well as many other minor fixes which may be read about in our Release Notes.
To request or ask questions about a Back Office upgrade, which may be included in your monthly maintenance, send us an email.