1. Select Master Settings under the client dropdown.
2. Under the settings tab, go to Users.
3. Click on New User.
4. Complete the New User form and click Save.
Adding a New User
Updated on
BillingPoint End User Guides
Guides to Using BillingPoint 48
- Training Videos
- Getting Started with BillingPoint
- Contact BillingPoint Support
- Matters
- Uploading a LEDES Invoice File
- Building an Invoice
- PDF to Invoice Conversion
- Editing an Invoice
- Updating/Voiding a Pending Approval Invoice
- Resubmitting A Disputed Invoice
- Credit Invoice/Credit Memo
- Fixed Fee Invoicing
- Invoice Level Discounts/Adjustments
- Adding an Attachment to an Invoice
- VAT Tax Invoices
- Tax Validations & Mappings
- Download Invoice List
- Adding a New Timekeeper
- Editing a Timekeeper Profile
- Editing a Timekeeper Profile (Bulk Upload)
- Archiving an Inactive Timekeeper
- Requesting a New Client Timekeeper Rate
- Requesting New Client Timekeeper Rates (Bulk Upload)
- Viewing Comments on Rates
- Resubmitting a Disputed Client Timekeeper Rate
- Resubmitting a Disputed Client Timekeeper Rate After Updating Timekeeper Profile
- Voiding a Disputed Client Timekeeper Rate
- Locked Matter Timekeeper Rates
- Matter Level Timekeepers
- TCPL (Task Code by Phase Limits)
- Budget Collaboration
- Submitting a Budget for Life of Matter Fee Arrangement
- Requesting Additional Life of Matter Budget
- Accruals
- Tiered Volume Discounts
- Blended Rate Matters
- Acknowledging Invoice Adjustments
- Updating an Office Location
- Adding a New User
- Weekly Invoice Digest Email
- Configure a New Currency
- Changing BillingPoint Language
- Supported Browsers
- Bookmarking BillingPoint
- Spanish BillingPoint User Guides
- Japanese BillingPoint User Guides
- French BillingPoint User Guides
- German BillingPoint User Guides
Spanish Guides to Using BillingPoint 10
- Cargando una Factura (Uploading a LEDES Invoice File)
- Construtendo Una Factura (Building an Invoice)
- Editando una Factura (Editing an Invoice)
- Construtendo de Una Factura de Tarifa Fija (Building a Fixed Fee Invoice)
- Agregando un Adjunto a una Factura (Adding an Attachment to an Invoice)
- Añadiendo un Nuevo Cronometrador (Adding a New Timekeeper)
- Solicitando una Nueva Tarifa (Requesting a New Client Timekeeper Rate)
- Reenviando una Tarifa Disputada (Resubmitting a Disputed Client Timekeeper Rate)
- Actualización de la Ubicación de Una Oficina (Updating an Office Location)
- Cambiar la Configuración de Idoma (Changing BillingPoint Language)
Japanese Guides to Using BillingPoint 35
- BillingPoint 入門 (Getting Started with BillingPoint)
- BillingPoint サポートに連絡 (Contact BillingPoint Support)
- 案件 (Matters)
- LEDES 請求書ファイルのアップロード (Uploading a LEDES Invoice File)
- 請求書の作成 (Building an Invoice)
- 請求書の編集 (Editing an Invoice)
- 承認待ち請求書の更新・無効化 (Updating/Voiding a Pending Approval Invoice)
- 異議申立請求書の再提出 (Resubmitting A Disputed Invoice)
- 信用請求書・信用メモ (Credit Invoice/Credit Memo)
- 固定料金請求書の作成 (Fixed Fee Invoicing)
- 請求書レベル割引・調整 (Invoice Level Discounts/Adjustments)
- 請求書に添付資料を追加 (Adding an Attachment to an Invoice)
- VAT税金請求書 (VAT Tax Invoices)
- 税批准＆マッピング (Tax Validations & Mappings)
- 請求書リストのダウンロード (Download Invoice List)
- 新しいタイムキーパーを追加 (Adding a New Timekeeper)
- タイムキーパープロファイルの編集 (Editing a Timekeeper Profile)
- タイムキーパープロファイルの編集（バルクアップロード）( Editing a Timekeeper Profile (Bulk Upload))
- 無活動のタイムキーパーのアーカイブ (Archiving an Inactive Timekeeper)
- 新規クライアントタイムキーパーレートの依頼 (Requesting a New Client Timekeeper Rate)
- 新規クライアントタイムキーパーレートの依頼（バルクアップロード)(Requesting New Client Timekeeper Rates (Bulk Upload))
- レートに関するコメントを閲覧 (Viewing Comments on Rates)
- 異議申立クラインとタイムキーパーレートの再提出 (Resubmitting a Disputed Client Timekeeper Rate)
- タイムキーパープロファイル更新後の異議申立クライントタイムキーパーレートの再提出 (Resubmitting a Disputed Client Timekeeper Rate After Updating Timekeeper Profile)
- 異議申立クライアントタイムキーパーレートの無効化 (Voiding a Disputed Client Timekeeper Rate)
- 固定案件タイムキーパーレート (Locked Matter Timekeeper Rates)
- 案件レベルタイムキーパー (Matter Level Timekeepers)
- 案件生涯予算の提出 (Submitting a Life of Matter Budget)
- 案件生涯予算の依頼 (Requesting Additional Life of Matter Budget)
- 段階的ボリューム割引 (Tiered Volume Discounts)
- 混合レート案件 (Blended Rate Matters)
- オフィス所在地の更新 (Updating an Office Location)
- 新規使用者を追加する (Adding a New User)
- BillingPoint言語を変更する (Changing BillingPoint Language)
- サポートされるブラウザ (Supported Browsers)
French Guides to Using BillingPoint 35
- Premiers pas avec BillingPoint (Getting Started with BillingPoint)
- Contacter l’assistance pour BillingPoint (Contact BillingPoint Support)
- Affaires (Matters)
- Télécharger un fichier de factures LEDES (Uploading a LEDES Invoice File)
- Créer une facture (Building an Invoice)
- Modifier une facture (Editing an Invoice)
- Mettre à jour/annuler une facture en attente d'approbation (Updating/Voiding a Pending Approval Invoice)
- Nouvelle soumission d'une facture contestée (Resubmitting A Disputed Invoice)
- Facture de crédit/note de crédit (Credit Invoice/Credit Memo)
- Facturation forfaitaire (Fixed Fee Invoicing)
- Remises/ajustements au niveau d’une facture (Invoice Level Discounts/Adjustments)
- Ajouter une pièce jointe à une facture (Adding an Attachment to an Invoice)
- Factures de TVA (VAT Tax Invoices)
- Validations et mappages fiscaux (Tax Validations & Mappings)
- Télécharger la liste des factures (Download Invoice List)
- Ajout d'un nouveau chronométreur (Adding a New Timekeeper)
- Modification d'un profil de chronométreur (Editing a Timekeeper Profile)
- Modification d'un profil de chronométreur (téléchargement groupé) (Editing a Timekeeper Profile (Bulk Upload)
- Archivage d'un chronométreur inactif (Archiving an Inactive Timekeeper)
- Demander un nouveau tarif Client de chronométreur (Requesting a New Client Timekeeper Rate)
- Demande de nouveaux tarifs Client de chronométreur (Téléchargement groupé) (Requesting New Client Timekeeper Rates (Bulk Upload)
- Visionnement des commentaires sur les tarifs (Viewing Comments on Rates)
- Nouvelle soumission d'un tarif Client contesté de chronométreur (Resubmitting a Disputed Client Timekeeper Rate)
- Nouvelle soumission d'un tarif Client contesté de chronométreur après la mise à jour du profil du chronométreur (Resubmitting a Disputed Client Timekeeper Rate After Updating Timekeeper Profile)
- Annulation d'un tarif Client contesté de chronométreur (Voiding a Disputed Client Timekeeper Rate)
- Tarifs des chronométreurs de la matière verrouillée (Locked Matter Timekeeper Rates)
- Chronométreurs au niveau d’une affaire (Matter Level Timekeepers)
- Soumettre un budget pour la durée de vie d’une affaire (Submitting a Life of Matter Budget)
- Demander un budget supplémentaire pour la durée de vie d’une affaire (Requesting Additional Life of Matter Budget)
- Remises échelonnées sur volume (Tiered Volume Discounts)
- Affaires à tarifs pondérés (Blended Rate Matters)
- Mise à jour d'un emplacement de bureau (Updating an Office Location)
- Ajout d'un nouvel utilisateur (Adding a New User)
- Changer la langue de BillingPoint (Changing BillingPoint Language)
- Navigateurs pris en charge ( Supported Browsers)
German Guides to Using BillingPoint 36
- Erste Schritte mit BillingPoint(Getting Started with BillingPoint)
- Kontaktieren des BillingPoint-Supports(Contact BillingPoint Support)
- Rechtssachen(Matters)
- Hochladen einer LEDES-Rechnungsdatei (Uploading a LEDES Invoice File)
- Erstellen einer Rechnung (Building an Invoice)
- Bearbeiten einer Rechnung (Editing an Invoice)
- Aktualisieren/Stornieren einer Rechnung, die auf Genehmigung wartet (Updating/Voiding a Pending Approval Invoice)
- Erneutes Einreichen einer beanstandeten Rechnung (Resubmitting A Disputed Invoice)
- Gutschrift (Credit Invoice/Credit Memo)
- Pauschalrechnungen (Fixed Fee Invoicing)
- Rabatte/Anpassungen auf Rechnungsebene (Invoice Level Discounts/Adjustments)
- Hinzufügen eines Anhangs zu einer Rechnung (Adding an Attachment to an Invoice)
- MwSt.-Rechnungen (VAT Tax Invoices)
- Steuervalidierung und -zuordnung (Tax Validations & Mappings)
- Herunterladen einer Rechnungsliste (Download Invoice List)
- Hinzufügen eines neuen Timekeepers (Adding a New Timekeeper)
- Bearbeiten eines Timekeeper-Profils (Editing a Timekeeper Profile)
- Bearbeiten eines Timekeeper-Profils (Sammel-Upload) (Editing a Timekeeper Profile (Bulk Upload)
- Archivierung eines inaktiven Timekeepers (Archiving an Inactive Timekeeper)
- Anfordern eines neuen Timekeeper-Stundensatzes für den Mandanten (Requesting a New Client Timekeeper Rate)
- Anfordern neuer Timekeeper-Stundensätze für einen Mandanten (Sammel-Upload) (Requesting New Client Timekeeper Rates (Bulk Upload)
- Anzeigen von Anmerkungen zu Stundensätzen (Viewing Comments on Rates)
- Erneute Einreichung eines beanstandeten Timekeeper-Stundensatzes für den Mandanten (Resubmitting a Disputed Client Timekeeper Rate)
- Erneute Einreichung eines beanstandeten Timekeeper-Stundensatzes für den Mandanten nach Aktualisierung des Timekeeper-Profils (Resubmitting a Disputed Client Timekeeper Rate After Updating Timekeeper Profile)
- Stornierung eines beanstandeten Timekeeper-Stundensatzes für den Mandanten (Voiding a Disputed Client Timekeeper Rate)
- Gesperrte Timekeeper-Stundensätze für Rechtssachen (Locked Matter Timekeeper Rates)
- Timekeeper auf Rechtssachenebene (Matter Level Timekeepers)
- Einreichen eines Budgets für die Laufzeit einer Rechtssache (Submitting a Life of Matter Budget)
- Beantragung von zusätzlichem Budget für die Laufzeit einer Rechtssache (Requesting Additional Life of Matter Budget)
- Gestaffelte Volumenrabatte (Tiered Volume Discounts)
- Rechtssachen mit zusammengesetztem Stundensatz (Blended Rate Matters)
- Aktualisierung des Standorts der Geschäftsstelle (Updating an Office Location)
- Hinzufügen neuer Benutzer (Adding a New User)
- Ändern der BillingPoint-Sprache (Changing BillingPoint Language)
- Unterstützte Browser (Supported Browsers)
- Markieren von BillingPoint als Favorit (Bookmarking BillingPoint)
BillingPoint Feature Sets 0
Other Resources
- App Builder Developer Tutorials
- ELM Developer Tutorials
- CLM Developer Tutorials
- Integration Builder Tutorials
- App Builder Release Notes
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- ELM and BillingPoint Release Notes
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- Guides to Using Onit
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- ELM End User Guides
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- App Builder API Documentation
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