Procedures

Enable and Set Up Revenue Categories
If your firm wants to use the optional revenue categories feature, you need to enable and set up revenue categories.

Change Revenue Generation to Track One Unbilled Account
If you currently track multiple unbilled services and uninvoiced revenue accounts with revenue categories, you can switch to track one set of accounts.

Change Revenue Generation to Track Multiple Unbilled Accounts
If you currently track one unbilled services and one uninvoiced revenue account, you can switch and use revenue categories to track multiple accounts.

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Procedures