How Do I Use LEDES Task Code Budgeting in Zola Suite?
When working with LEDES files in Zola Suite, there is a simple way to keep tabs on Task Budgets so you can calculate the sum of total activity by Activity Codes. Follow the steps below! First, be sure to go to the Options tab within the matter where you wish to use Task Code Budgeting and check the box labeled "Enable UTBMS Codes." Next, locate and select the checkbox labeled "Enable Task Code Budgeting." Save your changes and you will see an additional Matter tab labeled "Task Code Budgeting."
Please note, UTBMS Codes and Task Code Budgeting must be enabled on each Matter where you intend to use them.
How do I generate LEDES Invoices?
To generate a LEDES Invoice, you will need to make sure UTBMS Codes are enabled in your Firm Settings as well as in the Matter you wish to bill. Go to Firm Settings Click on Billing & Accounting Options. Under Billing Options, you will be able to ...
Where Can I Input My Tax ID for LEDES Invoicing?
If you are generating LEDES invoices and your uploader requires our tax ID to be present on the invoices, you can input that ID into Zola Suite. Go to Firm Settings Under Billing and Accounting, select Billing Options Click on 'Update Tax Payer Id' ...
How Do I Convert an Email to a Task?
If you are in an email and the contents require you or a colleague to Task you can convert that email to a Task quickly and easily within Zola Suite! Navigate to the Email Section Find the email you would like to convert to a Task and click on it. ...
How Do I Edit an Existing Task?
Editing existing Tasks in Zola Suite can be done using the following steps: Navigate to the Task Section, either on the Dashboard or from the left side navigation bar. Click on the Pencil Icon to the right of the Task to edit.
How Do I Make a Time Entry for My Task?
In Zola Suite you have the ability to easily create a Time Entry for any completed Task. Follow the below directions to learn how to create a time entry for a task: First navigate to the task section of Zola Suite. This can be done through your ...
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