| Matters |
| Field Name |
Type |
Values |
Description |
| InternalProjectID |
Text |
|
Unique ID for the project (User Generated). Normally the same as id |
| ProjectID |
Test |
|
Unique ID for the project (User Generated). Normally the same as id |
| Location |
Text |
|
Name of the location attached to the project |
| ProjectName |
Text |
|
Name of the project |
| InternalClientID |
Number |
|
id of the client for the project (Bill4Time Generated) |
| ClientName |
Text |
|
Name of the client |
| Status |
Text |
Open
Closed |
project status |
| ProjectType |
|
|
Type of Project |
| Description |
|
|
Description of the project |
| AssignedToId |
Number |
|
User ID of the primary user assigned to the project |
| AssignedToName |
Text |
|
User Name of user assigned to the project |
| PrimaryProjectContactId |
Number |
|
Primary Contact ID (Bill4Time Generated) |
| PrimaryProjectContactFirstName |
Text |
|
First Name of Primary Contact |
| ProjectContactLastName |
Text |
|
Last Name of Primary Contact |
| PaymentDue |
Text |
BILLREG
BILLCLOSING |
|
| CreatedDate |
Date |
|
Date the project was created |
| ProjectDueDate |
Date |
|
Date the project was due |
| CloseDate |
Date |
|
Date the project was closed |
| BillingMethod |
Text |
Hourly
Flat Fee
Percentage |
Primary type of billing method for the project |
| HourlyRateType |
Text |
PEREMP
FLATRATE
DEFAULT
NULL |
Billing rate type for project |
| HourlyOverrideRate |
Number |
|
Billing rate for project |
| PercentRate |
Number |
|
Perecentage Invoice Discount set at matter level |
| FlatFeeRate |
Number |
|
Flat Fee Invoice Discount set at matter level |
| DefaultBankAccountId |
Text |
|
Bank Account Selected for Trust Accounting |
| OvertimeRateType |
Text |
FLATRATE
PEREMP |
Designates if an overtime rate has been set |
| OvertimeOverrideRate |
Number |
|
Overtime Rate |
| ClientMatterId |
|
|
|
| FlatFeeType |
Text |
One Time
Reoccurring |
Type of flat fee |
| HideTimeOnInvoiceDefault |
Text |
TRUE
FALSE |
Designation to hide or show time on an invoice |
| HideExpenseOnInvoiceDefault |
Text |
TRUE
FALSE |
Designation to hide or show expense on an invoice |
| AllowABACodes |
Text |
TRUE |
Designation to able ABA Codes at project level |
| InvoiceTaxLaborRate |
Number |
|
Perecentage Labor Tax Rate Entred |
| InvoiceTax2LaborRate |
Number |
|
Percentage Expsense Tax Rate |
| InvoiceTaxExpensesRate |
Number |
|
Perecentage Labor 2 Tax Rate Entred |
| InvoiceTax2ExpensesRate |
Number |
|
Percentage Expsense 2 Tax Rate |
| MinimumTrustBalance |
Number |
|
Amount set as minimum trust balance |
| LateFeeFlat |
Text |
TRUE |
Intrest rate charged is a flat fee |
| LateFeeRate |
Text |
TRUE |
Intrest rate charged is a percentage |
| LateFeeGraceDays |
Number |
|
Grade Period for late fee on invoice (number of days) |
| Email |
text |
|
Client email contact for the project |
| StartDate |
Date |
|
Date the matter started |
| customFields |
|
|
Matter level Custom Fields |
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