SILQ allows you to define the default rates for fixed fees (activities) and sundry costs that you want to charge your client. These values are then used when you are entering a fixed fee/sundry in either Time Entries or the Time and Billing window.
What is a Sundry?
Sundries are similar to Matter Expenses in that they will appear in the Disbursements section of an invoice, however they don't have a specific spend money item associated with them and therefore won't impact the P&L. This is useful for things like photocopying where you might charge a flat rate per page even though that was not the exact cost you paid.
Fixed Fees (Activities)
Fixed Fees are a pre-agreed, flat rate that is charged for a specific legal task or service, regardless of how much time or effort the Legal Professional spends on it. An example of this can be a $2000 charge for a Will or to complete a conveyance for the purchase of a property.
The benefit of defining the Fixed Fee in System Settings is that you can define it once and then simply add it to the matter each time it is relevant without having to re-type it each time.
To add a Sundry or Fixed Fee:
1. Navigate to System Settings by clicking on the settings cog in the top right corner
2. Click on Fixed Fees & Sundries
3. Click on the green + Add button in the top right of that window - the fields will expand and allow you to define your item
4. From the dropdown, choose whether you would like to add a Fixed Fee or a Sundry
5. Then enter a unique ID to identify your item
6. Enter a Description for the item. This description is what will show up on the invoice, so be mindful of grammar and ensure everything you want the client to see is written here
7. In the GST Type drop down menu, choose whether it has GST or not
8. Enter the cost into the Unit field
9. The Unit Desc Single, for single items, and the Unit Desc Plural for multiple items allows you to choose how it will be displayed on the invoice, either as an Item, Unit or Page
10. When you are finished, click Save on the bottom right-hand side of the window
