Introduction
Enhanced Billing Mode (EBM) offers a broad range of new features and enhancements to Actionstep’s billing and reporting functionality.
The ‘Phase 1’ release of EBM is now available to new and existing users, with new features being added incrementally over coming months.
Before you upgrade your existing Actionstep system, we recommend that you request a free trial of Enhanced Billing Mode to ensure it suits all your requirements, and talk to one of our staff or Certified Consultants if you have any questions.
...
- New Bill Templates - Some customized bill templates will not maintain the same layout and may need adjustment. However, EBM does include a set of new built-in templates which are far more feature rich than previously possible
- Consolidated Billing - Consolidated Billing is not yet available, and any previous work-arounds will not work in EBMBills can be consolidated into one though currently the invoice will not separate items by matter.
- Bill Settings - It is recommended that you configure the billing settings of each active matter after upgrading to EBMNo Foreign Exchange Billing - Foreign Exchange Billing is not yet available, and many previous work-arounds may not work in EBM without configuring the matter bill settings
- LEDES/E-Billing - We are in the process of completing this feature so we do not recommend using it just yet.
Current migration process:
...
See Changes to expect from Enhanced Billing Mode for more details about the changes this will apply
Switching on EBM:
- Go to Admin > Billing Settings. You will have to enter the word "EBM" and approve the change. Note that a system cannot be moved back from EBM once it is enabled.
- You can request a copy of your database be made available in a development environment so that you can trial EBM before updating your live system. Email support@actionstep.com to arrange this.
Where to get help:
We have a number of resources available if you require help with EBM: