Admins who have access to the Billing section in an organization can view a table tracking all of the documents created by users in the organization. The table can be downloaded as a CSV.
Admins can also enable Billing IDs for matters in O&D, and choose whether or not they are required for new matters. If enabled, the Billing ID can be used to match documents created in an O&D matter with data from your other business systems (e.g., time recording, client invoicing, etc.).
If you are an Admin, you can view the billing table at any time by going to Settings > Organization > Billing inside the app.
The Transaction table contains the following:
Date: The date that the transaction took place.
ID: The Billing ID is assigned by the user when creating a new matter.
Matter: This shows the matter name.
Tags: Tags assigned by the user when creating a matter.
Owner: The owner will show the name of the person who created the matter.
User: This shows which user saved the documents.
Workflow type: This shows the workflow type the files are generated within.
Updated Documents: This shows the number of files generated.
Redlines: This shows the number of redlines created.
Editing a Billing ID
The Billing ID is assigned by the user when creating a new matter however it can be changed by pressing the matter three-dot menu and selecting Rename matter to edit the Billing ID.
