Overview
You can review pre-bills and approve a pre-bill in ZenCase individually or in bulk. You can also setup members by their member type (aka role) to automatically be assigned as a pre-bill reviewer for any matter. You can view pre-bill reviewers in the "Reviewers" column on the Pre-Billed list page.
Setup Firm Member Type Defaults
You can set a firm member type to default the checkbox for "Pre-bill Reviewer" when adding matter role assignments. Go to Firm Settings > Member Types and edit a Member Type. Check the option for "Pre-Bill Reviewer". By setting a particular Member type to be a "Pre-Bill Reviewer", this will set the checkbox to true when you add a member with that specific member type when adding new matter role assignments.
Please Note: You must add a matter role assignment to your matters for auto assigning pre-bill reviewers for a matter.
Matter Role Assignments For Automatically Assigning Pre-Bill Reviewers
You can add multiple role assignments for members on as many matters as you need to automatically assign pre-bill reviewers for those matter invoices.
Add Pre-Bill Role Assignments To Multiple Matters
To quickly add a pre-bills reviewer to multiple matters, you will need to add a new role assignment in bulk.
From the Matters list page, select your matters with the checkbox for each row.
Click Bulk Actions > Edit Role Member.
Select "Add" from the radio options.
Enter member from the select dropdown.
Enter member type from the select dropdown.
Check the "Pre-Bill Reviewer" checkbox.
Click "Save"
You have now added a member as a pre-bill reviewer to multiple matters.
Generate Pre-Bills And Mark Ready For Review
In order to review a pre-bill, your pre-bills must be in a state that is "Ready for Review". Once your pre-bill is in review mode, then you can add a review and approve the pre-bill. When approving pre-bills, you can add a comment on the pre-bill as well.
Mark Multiple Pre-Bills as Ready For Review
From the Pre-Billed list page, select your pre-bills with the checkbox for each row.
Click Bulk Actions > Mark Ready For Review.
Confirm by selecting "Yes, move pre-bills in review."
You have now set multiple pre-bills to be in review.
Alternatively, when viewing a specific pre-bill, click the "Mark Ready for Review" button (you may need to refresh page afterwards). Members with role assignments for the matters will automatically receive an email requesting their review on a pre-bill and they will show up under the "Reviewers" box inside the pre-bill page.
Review A Pre-Bill And Approve
Viewing a specific pre-bill, you can click the "Approve Pre-Bill" button in the pre-bill toolbar. Alternatively, you can click the "Reviewers" button and in the right panel pop up, you should see your name as a reviewer. Click the pencil "Edit" icon.
If you would like to add yourself to review a pre-bill, then click "Reviewers" and then the "Add Review" button in top right of the right pop up panel.
A review pop up modal will open where you can enter a comment and toggle the "Approved" option, then click "Save".
Approve Multiple Pre-Bills
From the Pre-Billed list page, select your pre-bills with the checkbox for each row.
Click Bulk Actions > Approve Pre-Bills.
Confirm by selecting "Yes, approve pre-bills."
You have now approved multiples pre-bills.
On the Pre-Billed list page, you can view all reviewers from the "Reviewers" column. A yellow exclamation icon next to the reviewer's name represents reviewers awaiting approvals. A green checkmark icon next to the reviewer's name represents reviewers who have already approved the pre-bill.
Let us know if you have any questions!