Click on the desired tab when appears for information about that tab.

Client Setup Rates Billing Statements Custom Fields

The Setup tab of the Change Client Options utility is used to specify which options you want to change for the selected clients. The Setup tab includes options found on the Setup and Address tabs of the Client Information window.

Options found on the Setup tab of Change Client Options include:

Location

Date Closed

Settings

Billing Category

Billing Frequency

Report Order Timekeepers

Primary

Secondary

Originating

Status

Inactive

Archive Matter Address

Non-billable

Task Based Billing Client

Payment Settings

Method to Apply Payments

Receipt Allocation by Invoice

Clear Fee Compensation Rules Table

Shared Fee Compensation Table To Use

 

When each tab in the Change Client Options utility is first accessed, all options appear dimmed. The Select button at the bottom of the tab must be used in order to specify which option(s) you want changed. This button will display the Select Options to Change window.

After selecting which options you want changed, the options will be available to change.

Caution: All selected options will be changed when OK is clicked. Make sure you select only the options you want changed.

See also: Notes about the Change Client Options Utility

Note: The "Client" and "Timekeeper" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.