The steps for creating a new Bill Entity and then attaching it to a Matter are outlined below. 

• To create the new bill entity:
  

  • To be sure the entity does not already exist in the system, the user should perform a search through the Entity Manager form. The path to this form is Maintenance/Entity/Entity Manager. 
    

  • If the entity does not exist it must be created, again using the Entity Manager form. To do so, press the Entity Detail button and create the new entity with the required information.  
    

  • Highlight the new entity name in the Entity Sort Name field, and then press the Bill Entity button; click the Yes button when prompted, and then complete the required information. 
    

  • Take note of the Bill Entity number assigned to the new entity.

  
  

• To Add the Bill Entity to a Matter:
  

  • Access the Maintain Matter Information form. The path to this form Maintenance/Entity/Client and Matter/Maintain Matter Information.
    

  • Query the Matter to which the new entity will be added.
    

  • Go to the Bill Ent tab and uncheck the Active and Billing Default fields of the Bill Entity currently assigned to this matter.
    

  • Enter a new record on the Bill Ent tab, using the new Bill Entity (be sure to enter a Bill Entity Relationship Description, the Effective Date, and check the Active and Billing Default fields).
    

  • Enter the percentage of the bill totals that this Bill Entity is responsible for in the Percentage field.
    

  • Click the Save button or press [F10] to save the changes.