Zoho Projects Full Tutorial

[@SaltyBobMemphis]

I have to use published LEDES billing codes for "billable activities" for legal services for my privately retained matters. I also have to use a different list of state approved billing activities for court appointed cases. I need these activities present in Projects, Books, and People with the hourly price modifiable by the role of the user working on any given project using LEDES or an alternative activities list such as what is required by different court programs for court appointed lawyers, with variable hourly rates based on the user's role; i.e. for principal lawyer, associate lawyer, law clerk, paralegal, legal assistant, etc. I assume these different "billable activities" lists would be the equivalent of a "price book" or maybe just different picklists of activities depending on whether the matter is private or appointed. To complete any given task in Projects may require one or several different billable activities from the appropriate activities list. Can this be done so that these set billable activities are able to be selected in a Projects timesheet under each discrete task and show up in Books appropriately, showing how much money is owed but not invoiced yet, how much is owed on matters invoiced, how much of the client's retainer is still available, etc.?

[@erphub-usa]

Hey Bob, Some of what you are looking for is available and some of it may need to be achieved with a custom report or workflow. For example, the retainer piece is not easily tied to the projects, but that can be done through some custom workflow. You can schedule a free consultation on our website if you would like to talk it out with a consultant. Our website: erphub.com