Note: As of enVisual Version 4.5.30.xx, Invoice Templates are Master Entity specific. Master entity selection can be changed via the ‘Current Accounting Entity Toolbar’ at the top of enVisual. Once a new master entity is selected, the user will need to refresh the toolbar (by clicking the image to the left of Current Accounting Entity until it cycles back to same option again) and also reload their enFee maintenance screens.
This means that separate products, templates and fee lines will need to be created for separate master entities.
Creating Fee Lines
When creating fees you have to select a fee line to associate with the fee, this screen is where you setup fee lines. The Fee Lines grid is shown below:
Line Type
This is the name of the fee line and is what you will see when you create a fee.
Sub Type
This is the type of fee line or the category, for example a fee could be for time or disbursements.
Standard Controls
The standard controls bar, which appear at the bottom of the screen can be used to change the selected maintenance item.
Add
While in the Fee Lines section, this button can be used to add a new fee line. When clicking the add button, the following screen will be displayed.
Edit
The edit button can be used to edit the details of an existing fee line. This is done using the above screen.
Delete
When you select an item from the main working area, you can click the delete button to remove this item from the system, a confirmation box will be displayed incase the button is click accidentally.
Export
This will export whatever is in the working area into an excel spreadsheet so that this can be used externally from the system.
Refresh
The refresh button simply refreshes what is being displayed in the grid
X
The X button simple closes the maintenance module.