Ignore Trust Before Date Setting

Created by Laura Gannon-Berg, Modified on Thu, 1 Aug at 1:22 PM by Laura Gannon-Berg

Admin - Enable trust entry start date in billing, Trust before date

ADMIN -> FIRM -> SETTINGS tab.  Features sub-menu.

Button:  Enable trust entry start date in billing

 

Graphical user interface, application

Description automatically generated

 

Turn button on adds a new option to the Request Invoice screen.

BILLING -> REQUEST INVOICE tab.

Ignore Trust Before (date) is available on the input screen.

Graphical user interface, application

Description automatically generated

 

Turn button off takes away the option on the Request Invoice screen.

BILLING -> REQUEST INVOICE tab.

Ignore Trust Before (date) is not available on the input screen.

Graphical user interface, text, application

Description automatically generated

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