Summary
To account for the large number of billing configurations that any given firm, or even offices of a given firm, might encounter, Aiwyn has built advanced permissions logic into the Billing Module. Your Aiwyn implementation manager will help you understand the right permission set for you during the implementation process.
How are your billing operations structured at the firm?
- Centralized - central billers create bills, send to the appropriate parties for review/approval, then send out the bills
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- Aiwyn Billing Permissions: Centralized
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- Decentralized/Hybrid - each office/partner has its own structure for how they create, review, approve, and send bills. Some offices take a centralized approach and have central billers but only for that group/office, and other offices create, approve, and send their own bills. There are many more operations patterns that could explain a "hybrid" operation. If your firm is doing it a few different ways, then this is the appropriate category.
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- Aiwyn Billing Permissions: Decentralized
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What can everyone do and not do?
Take a look at the Bill Creation Steps below
- Create (Admin)
- Review (Job Manager)
- Approve (Job Partner)
- Send (Admin)
The Review and Approve step of any bill creation is assigned to the associated Manager and Partner of the job as it is in the Practice Management System. However, the Bill Creator and the Bill Sender will be part of a special group that has access to the billing module.