Finance Configuration
Finance Settings
Configure billing rules, retainers, invoices, taxes, approvals, receipts, exports, currencies, security, and finance workflows.
Finance Portal Preferences
Default landing page
Default dashboard period
Show overdue invoices first
Show retainer warnings
Show daily cash desk on login
Show trust account warnings
Enable finance notifications
Currency Settings
Default currency
Secondary currency
Currency display format
Decimal places
Exchange rate source
Enable multi-currency matters
Invoice Settings
Invoice numbering format
Default payment terms
Default due period
Invoice footer text
Partner approval threshold
Auto-generate invoice numbers
Show matter code on invoice
Include confidentiality footer
Include firm branding
Include tax line
Retainer Settings
Retainer numbering format
Low balance warning threshold
Critical balance threshold
Default top-up percentage
Renewal reminder period
Require top-up before work continues
Alert partner below 25%
Alert client below 20%
Stop billing against expired retainer
Trust / Client Fund Settings
Trust account label
Release approval threshold
Required release approvals
Separate trust funds from firm revenue
Require partner approval for releases
Require reconciliation before release
Log every trust ledger movement
Payment Settings
Accepted payment methods
Receipt numbering format
Payment matching rules
Allow part-payments
Allow payment plans
Auto-create receipt after payment
Require reconciliation before marking paid
Flag duplicate payments
Discount & Write-Off Rules
Discounts above $5,000
Approval: Partner
Write-offs above $10,000
Approval: Managing Partner
Retainer waivers
Approval: Executive
Settlement-related discounts
Approval: Partner review
Client termination write-offs
Approval: Requires audit log
Expense Settings
Expense categories
Approval threshold
Receipt requirement threshold
Default recoverability
Require receipt for expenses
Require partner approval for high-value expenses
Allow matter expense recovery
Alert finance when expense is unrecovered
Tax / VAT / WHT Settings
Tax region
VAT / GST rate
WHT rate
Tax ID
Tax report period
Tax export format
Show tax on invoices
Track withholding tax
Track input tax
Track output tax
Include tax summary in exports
Report Export Settings
PDF export enabled
CSV export enabled
Include firm logo
Include report cover page
Include confidentiality footer
Include prepared-by signature
Include date/time stamp
Include matter codes
Include partner summary
Approval Workflow Settings
Invoice approval
Partner · threshold $25K
Expense approval
Partner · threshold $5K
Discount approval
Partner · threshold $5K
Write-off approval
Managing Partner · threshold $10K
Refund approval
Partner · threshold $3K
Trust fund release
Partner + Finance · threshold $50K
Retainer waiver
Managing Partner · threshold —
Security & Access · permission matrix
| Role | View revenue | Edit invoices | Record payments | Issue receipts | Approve expenses | View trust | Export reports | Change settings |
|---|---|---|---|---|---|---|---|---|
| Managing Partner | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Partner | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Finance Officer | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Accountant | ✓ | — | ✓ | ✓ | — | ✓ | ✓ | — |
| Billing Admin | ✓ | ✓ | ✓ | ✓ | — | — | — | — |
| Associate | ✓ | — | — | — | — | — | — | — |
| Admin | — | — | — | — | — | — | — | 🔒 |
Notification Settings
Overdue invoice alerts
Retainer low balance alerts
Payment received alerts
Unmatched payment alerts
Expense approval alerts
Tax exception alerts
Bank reconciliation alerts
Trust fund movement alerts
Danger Zone
Actions here are permanent and audited. Managing Partner sign-off required.
Export all finance data
Reset finance preferences
Archive old invoices
Lock finance portal
Disable finance exports
Reset invoice numbering
Save configuration
Finance settings
Ashworth & Vance LLP · live demonstration data
Billing rules
14
▲ 9.0%
Approval limits
6 tiers
▲ 9.1%
Payment methods
6
▼ 12.2%
Tax codes
9
▲ 5.3%
Currencies
3
▲ 14.4%
Notification rules
22
▼ 2.5%
Operational register
Recent configuration changes
| Time | User | Setting | Previous | New | Approved by |
|---|---|---|---|---|---|
| 01 Jul 10:20 | A. Okafor | Approval limit | $100,000 | $150,000 | Managing partner |
| 02 Jul 11:20 | N. Salim | VAT rate | 17.5% | 20% | Managing partner |
| 03 Jul 12:20 | A. Okafor | Retainer threshold | 40% | 50% | Managing partner |
| 04 Jul 13:20 | N. Salim | Invoice prefix | AV- | INV- | Managing partner |
| 05 Jul 14:20 | A. Okafor | Approval limit | $100,000 | $150,000 | Managing partner |
| 06 Jul 15:20 | N. Salim | VAT rate | 17.5% | 20% | Managing partner |
| 07 Jul 16:20 | A. Okafor | Retainer threshold | 40% | 50% | Managing partner |
| 08 Jul 17:20 | N. Salim | Invoice prefix | AV- | INV- | Managing partner |
| 09 Jul 18:20 | A. Okafor | Approval limit | $100,000 | $150,000 | Managing partner |
9 of 9 records
Configuration
Grouped finance configuration — billing, tax, treasury, controls and access
Billing rules
Default billing cycle
Minimum bill value
Auto-draft on cycle end
Narrative minimum length
Exceptions and risk
Exception queue and recommended actions
2 openSetting changed without dual approval
Retainer threshold
—
Dormant finance role
2 users inactive 90 days
—
Audit and history
Every financial change is captured with user, timestamp, value movement and audit reference
Recent activity
- Payment posted01 Jul · 10:10N. Salim·Meridian Holdings PLC · M-2041·$56.0K·AUD-7700
- Invoice edited02 Jul · 11:11A. Okafor·Nordic Shipping AS · M-2035·$58.0K·AUD-7701
- Credit note approved03 Jul · 12:12D. Feld·Vertex Biotech Ltd · M-2024·$78.0K·AUD-7702
- Retainer adjusted04 Jul · 13:13J. Hollis KC·Lagos Bay Estates · M-2029·$28.0K·AUD-7703
- Trust transfer completed05 Jul · 14:14N. Salim·Kestrel Insurance · M-2007·$88.0K·AUD-7704
- Expense approved06 Jul · 15:15A. Okafor·Halcyon Partners · M-2011·$12.0K·AUD-7705
- Tax report exported07 Jul · 16:16D. Feld·Orion Media Group · M-2016·$84.0K·AUD-7706