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FeaturesAccountsAccounts

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

SectionRouteDescription
Financial Accounts/billing/financial-accountsManage firm operating and petty cash accounts
Legal fees/billing/legal-feesCreate and track professional fee bills
Disbursements/billing/disbursementsRecord client-related expenses and disbursements
Financial Settings/billing/financial-settings/*Configure rates, currency conversion, history, and targets
Invoices/billing/invoicesGenerate and manage client invoices
Advancements/billing/advancementsTrack client account advancements and balances
Approved Requisitions/billing/accountingView 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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