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Copying Billing Profile

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Joseph Nierenberg Posted: Thu, Sep 10 2009 10:26 PM
I would like to copy one particular billing profile so that I can run a bill without the userdefined section appearing that is selected to appear in the the profile I would copy from. There does not seem to be a way to do this. Am I missing something? [TM9]

Joseph Nierenberg
Nierenberg Employment Law, PLLC
Consulting – Litigation – Training
Minneapolis, Minnesota
www.nierenberg.com

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Matt Stone replied on Fri, Sep 11 2009 5:02 PM

No you are not missing anything. You can change many matters to a different profile. You can set up the billing templates. You cannot copy a Bill Profile to another Bill Profile, you set it up from scratch. If you are just running one bill on one matter, I would just change the Bill Profile, run the bill and change it back.

Matt

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