In the main menu, open the Money module and then go to Accountant drop-down list -> Settings or directly from the Money Dashboard.

The Settings page:

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Entities in App4Legal have independent money transactions. They could perfectly reflect branches of a firm. Every Entity has its own Name, Base Currency. Entities can be managed from the Money Settings.

Go to Money module -> Settings -> Setup Entities.

The user can Add a new Entity, Edit an Entity or Deactivate an Entity. To Deactivate any Entity, the user should switch to another Entity and deactivate the old one.

The Entity Add form has a lot of important fields such as:

Users can switch Entities from the drop-down list on the top left of the Money menu:

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Entity Settings can be imported from one Entity to another. Go to Money module -> Settings -> Entities Section, choose Import Entity Settings.

Settings that can be imported are:

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The user can access it from the Money module -> Settings -> Setup Invoices.

The Setup of Invoices is structured as below:

           A Template is specific for every Entity. An Entity can hold several Invoice Templates.

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       The system will automatically filter on the Accounts of type Expense in order to relate it to an Expense Category.

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   It is a grid that displays all the user of the Related User Groups that are set in the Default Values in the Money Setting.

Rates can be directly edited on the grid. The user has to click on the Rate Per Hour cell and directly insert the value. The grid is equipped with the Advanced Search. If no rate is set in this grid, the system will use the Default User Rate. If no User Rate is set, then at the Invoice level the Rate can be inserted.

Any regular Rate can be edited at the Invoice level. The Rates in the User Rate Per Hour grid will be overcame is there are Rates set in the Specific User Rate in the Time Log tab in the Matter form.

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