Key Overrides to Configure:
Allow_Incomplete_FlatFee_On_Proforma
Allows incomplete flat fee timecards to be marked as ready and included on a proforma.
Use this if your flat fee billing needs to progress even when timecards are still pending.

AllowFullCreditNoteTemplateChange
Permits users to change the template used for full credit notes.
This is useful when flat fee credits require different formatting or language than standard bills.

OverrideFullCreditNoteTemplate
Allows a system-level override of the full credit note template for consistency across flat fee reversals.

You billed a client $30,000 as a flat fee for a litigation phase. The client later disputes $5,000 due to early-stage delays. With the above overrides:

• You can issue a credit note using a modified or alternate template to reflect specific flat fee terms.
• You can control formatting, wording, and inclusion of flat fee items in the credit document.
• You can push flat fee WIP through to billing even if timecards are still open or incomplete.

These overrides don’t directly control partial crediting of flat fees like the originally named ones, but they support credit note flexibility and flat fee billing readiness, which are key to managing real-world billing scenarios without workarounds.

While there is no direct override labeled AllowReverseSplitUtility, firms often pair Reverse Split usage with overrides that control how funds or billing items can be allocated across matters, such as:

• AllocateBOAToSameMatterOnly
• AllocateToSameMatterOnly
• AllocateTrustToSameMatterOnly
• AllocateUnallToSameMatterOnly

These prevent cross-matter allocation mistakes and ensure that reallocation adheres to internal matter restrictions.

You’ve billed $100,000 that was split 50/50 between Matter A and Matter B, but it turns out Matter A should have only received 20%. With the Reverse Split utility and the above controls:

• You can reverse the original billing split through a system-controlled process
• The system will create clean reversal entries with audit trail integrity
• Reposting honors matter-based allocation restrictions to avoid further issues

This approach ensures:

• • Clean GL and WIP tracking
  • No risky journal entries
  • Reposted splits reflect updated client expectations and billing policies

Key Overrides to Configure:

Multi-Payor_Payment
Enables 3E to apply billing and payment logic when multiple payors are assigned to a matter. Essential for correct allocation during billing and receipting.

SendOnePrintRequestPerPayor
Ensures that separate print requests (e.g., invoice documents) are generated per payor, supporting distinct proforma outputs for each party involved.

PRINT_Templates_RequestPerPayor
Controls whether different invoice templates are selected based on the payor, ensuring compliance with client-specific formatting, language, or jurisdictional needs.

For matters where billing is shared between:

• A corporate client and an insurer
• Multiple insurers
• A government fund and a client

Assign each payor a layer number and a percentage share. During Proforma Generation, these overrides enable 3E to:

• Automatically allocate charges per payor configuration
• Generate separate proforma segments per payor
• Apply individual invoice templates and print rules
• Respect payor-specific rules for eBilling and tax jurisdiction

These overrides ensure accurate, automated billing across multiple responsible parties. They:

• • Reduce proforma edits
  • Improve billing accuracy
  • Support eBilling compliance
  • Help streamline A/R reconciliation

While no explicit override keys are exposed for this behavior:

• Configure Proforma, Bill, and Credit Note Templates to default from the Lead Matter.
• Use the Lead Matter’s Billing Contact and Site as the default across all associated proformas.
• Align GL posting logic (Department, Practice Group, etc.) to follow the Lead Matter for consolidated billing.

You’re generating a single consolidated invoice for a client with five open matters. Each matter has different configurations. By enforcing Lead Matter behavior:

• The invoice uses a unified template, improving consistency.
• One billing contact is applied throughout – ensuring accurate delivery.
• GL distribution aligns to a single matter for cleaner reconciliation.

Without standardization, billing groups can produce fragmented invoices – with mismatched templates, inconsistent contact details, and conflicting GL postings. This leads to:

• Client confusion due to inconsistent presentation and delivery

• Increased billing disputes stemming from misapplied configurations

• GL reconciliation issues from disjointed segment postings

By enforcing Lead Matter defaults:

• You ensure visual, financial, and procedural consistency

• You reduce the time spent correcting errors or reissuing invoices

• You support compliance and audit readiness by aligning outputs to a single, authoritative source

This approach promotes cleaner client communication, internal efficiency, and reliable downstream reporting – especially critical when dealing with large clients or consolidated billing arrangements.

Key Overrides to Enable

• AllocateBOAToSameMatterOnly = True
  Restricts BOA balances to be used only on the same matter where they were billed – helping prevent cross-matter application errors.
• Allow_PartialPaid_BOA_Application = True
  Enables users to apply only part of the available BOA balance – supporting phased retainer usage on proformas or invoices.

A client pays a $50,000 retainer on Matter A and is billed monthly over five months. They also have Matters B and C open.

With these overrides:

• BOA can only be applied to Matter A, preserving audit and billing integrity.
• Billing users can apply $10,000/month, rather than exhausting the entire balance at once.

This setup provides:

• Granular control over retainer usage
• Matter-level audit integrity
• Reduced manual error during billing