Getting started with triConvey Billing

triConvey offers a web app designed to streamline billing as well as matter management.

Table of Contents

• Getting Started

• Enable the triConvey Billing Integration
• Next Steps

Getting Started

If you are migrating from an existing billing program, you should complete the current billing cycle in that program, transfer any balances due and deposits to triConvey and then start billing in triConvey.

Enable the triConvey Billing Integration

Once you have completed the final billing cycle with your previous billing program, you need to activate the Companion Site web app. 

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Time & Billing.

3.    Tick Enable integration of Time & Disbursements.

4.    Under the Time & Activities tab, set your Billing Units for rounding entries.

5.    Under Billing Integrations, select triConvey Billing.

Tip:  If you are a Firm Owner there will also be the option to enable auto-saving Billing related PDF documents to the matter. Once enabled, finalised invoices from that point forward will be saved in the Billing>Invoices matter folder. If a finalised invoice is edited or deleted in the web app, it will be removed from the matter.

6.    Select Save.

Next Steps

We recommend that your Firm Settings in the web app are configured to your firm's preferences before you start recording billing transactions.