Calendar of Finance Tasks (invoicing, alerts)

Calendar of Finance Tasks (invoicing, alerts)

Date

Event

Action, if needed

1st of Month

Invoices Generated for all matters, and all past due matters (unless marked as “Do Not Charge Interest”)

Review invoices created and approve by 2nd of month

Review your AR before last day of month and confirm past due accounts should receive a late charge (as part of their fee agreement)

2nd of Month

Invoices must be approved, will start sending to clients

 

20th of Month

Past due email sent out for past due invoices

Review your AR before 20th of month, mark matters as “AR Do Not Contact” if they should not be contacted for AR efforts

*Throughout Month*

AR calls made for past due invoices.  Calls will not be made to clients on a payment plan (tagged “AR Payment Plan”) or if they’re tagged as “AR Do Not Contact”

 

 

These dates might shift to the next business day if the planned date falls on a holiday or weekends.

Other Important Dates

Date

Event

Action, if needed

10th of Month

Credit card transactions for non-client expenses must be updated with receipts in Fyle

Log in to Fyle and upload receipts and code transactions as needed (for managers and card holders)

-Friday afternoons-

Pending trust payments transferred to/from trust to operating account

 

-Monday and Wednesday mornings-

PowerBI Reports updated (including Attorney and Support dashboards, RSP)

 

 

 

 

 



    • Related Articles

    • Invoicing: Overview

      Invoicing Cycle This page contains an overview of how the invoicing cycle works. More detailed information may be found in additional help pages.  An invoicing cycle is an interval of time between billing statements. Gravis Law’s invoicing cycle is ...

    • Insurance: Metlife

      Below are your MetLife resources. These resources include the MetLife Workflow, Cheat Sheet and the Law Firm Manual and training videos. If you have any questions, please reach out to Bergen Finch or submit a ticket. All invoice requests must go ...

    • Your Guide To Finance Request Hub

      Welcome to Request Hub for the Finance Department.  Our goal is to limit the time you need to spend on administrative tasks and will continue to identify areas we can alleviate unnecessary administrative burden on practitioners and support staff.  ...

    • Invoicing: Reviewing Invoices

      Overview Monthly invoicing review is an opportunity for all attorneys to review the month's time cards for each of their client's matters. On the first business day of each month, the accounting team will generate invoices for all unbilled time ...

    • Include Primary Attorney in invoices sent to client using Carbon Copy (CC)

      Are you an attorney that wants to be included in emails of invoices when they go out to clients? You can now enable a Clever Case notification, which will put you as a CC of all invoices sent to clients when you're the primary attorney on the matter! ...