You can ensure a high level of compliance to your billing requirements for each client by utilizing custom billing codes on Billables AI.
To edit billing codes on a client level, first navigate to the billing codes section via the Billing Codes icon highlighted in orange on the left hand panel. Then, select the pencil icon next to the client or matter.
Within this interface, you can modify key details such as client names, assign appropriate activity and task codes, and enhance narrative descriptions using natural language prompts in the freeform text box.
The system allows you to label work as billable or non-billable at both the client and matter levels, providing precise control over time entry classification.
By uploading your client’s billing guidelines, you enable Billables AI to automatically format time entries according to specific billing policies and compliance requirements, promoting accurate and client-ready invoicing.
