Acumin Documentation

Process for completing the modification of member limits in Member Properties

QUESTION: For Disbursement Entries Limits within Member Properties, how do I change the maximum per matter from $10 to $30 globally for all Assistants and Paralegals?

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RESPONSE: Unlike other parameters with are available in security groups or reporting classifications, modification limits are only available in member properties. As a result, they are only modifiable one member at a time.

Please let us now if the number of active assistants and paralegals makes it worth considering the development of a program to update the field in member properties based on security group or reporting classification, so we can escalate the ticket to project development.