Accounts
The Accounts module centralises billing, disbursements, invoicing, and financial operations for your firm. It mirrors the Accounts menu in the Nova Legal webapp sidebar.
Sections
| Section | Route | Description |
|---|---|---|
| Financial Accounts | /billing/financial-accounts | Manage firm operating and petty cash accounts |
| Legal fees | /billing/legal-fees | Create and track professional fee bills |
| Disbursements | /billing/disbursements | Record client-related expenses and disbursements |
| Financial Settings | /billing/financial-settings/* | Configure rates, currency conversion, history, and targets |
| Invoices | /billing/invoices | Generate and manage client invoices |
| Advancements | /billing/advancements | Track client account advancements and balances |
| Approved Requisitions | /billing/accounting | View approved office and file requisitions for accounting |
Permissions
Some Accounts pages require specific permissions. For example, Financial Accounts is visible only to users with the manage-accounts permission.
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