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Practice Management: Terminate a Fee Earner that has no Budget

Updated over a month ago

Follow the below steps:

  1. Open Fee Earners.

  2. Load the Fee Earner you wish to terminate.

  3. Enter a date in the Termination Date field, this will stop the user from being able to login to the software.

  4. Update the Timesheets & Internal Time fields to No, this will prevent new timesheet headers from being created.

  5. You may wish to rename the Fee Earner prefixing the name with ZZ. This will help your reporting as this Fee Earner will now appear near the bottom of any report.

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Practice Management: Reinstate terminated fee earner in the Fee Earner console
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Practice Management: Activate Cloud Timesheets
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