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Change Request 18

Allow invoicing at parent matter using the cost items from the sub-matter

Allow invoicing at parent matter using the cost items from the sub-matter

1. The states of a Transfer Disbursement2. Parent Matter to Sub-Matter (must be same parent-sub matter pair) 3. Sub-Matter to Parent Matter (must be same parent-sub matter pair)

1. THE STATE OF A TRANSFER DISBURSEMENT- Draft: Only secretary & accountant can

create the Transfer Disbursement and the item must be ‘unbilled’.

- Submitted: Only secretary & accountant can create the Transfer Disbursement and the item must be ‘hold’.

- Approved: Only lawyer can approve the Transfer Disbursement and the item must be ‘unbilled’.

Note: 1. The ‘transfer’ will not affect the Timesheet record2. In Draft: we can delete the Transfer Disbursement.

2. PARENT MATTER TO SUB-MATTER2.1. Before Changing

2. PARENT MATTER TO SUB-MATTER1

2

2.1. Before Changing

3

2. PARENT MATTER TO SUB-MATTER2.1. Before Changing

2. PARENT MATTER TO SUB-MATTER2.2. After changing from Parent matter to Sub-matter

2. PARENT MATTER TO SUB-MATTER2.3. Generate Client Invoice for Parent Matter

2. PARENT MATTER TO SUB-MATTER2.4. Generate Client Invoice for Sub-matter

3. SUB-MATTER TO PARENT MATTER3.1. Before Changing

3. SUB-MATTER TO PARENT MATTER

1

2

3.1. Before Changing

3

3. SUB-MATTER TO PARENT MATTER3.1. Before Changing

3.2. After changing from Sub-matter to Parent matter

3. SUB-MATTER TO PARENT MATTER

3. SUB-MATTER TO PARENT MATTER3.3. Generate Client Invoice for Sub-matter

3. SUB-MATTER TO PARENT MATTER3.4. Generate Client Invoice for Parent Matter

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