Quill Integration - Billing and Linking Items

Redbrick users with integration to Quill can post fees and disbursements directly from the Redbrick billing screen into Quill instead of duplicating your bill in Quill. This saves time spent duplicating data entry and help reduce errors.

  

Setting Up 

 

This should be done by a Redbrick Administrator

Go to Options -> Matter Types -> [expand required matter type] -> Billing -> Our Costs

 

First set the column for Accounts Description and Accounts Value by right clicking the column header

 

When you right click on a cell you will see the Set Account Data option: 

 

The Cell Account Data window allows you to select the type of item (Fee / Expense / Disbursement), enter a default reference and description and set the vat rate: 

 

Where fees are concerned, you can also select a Quill Fee Earner from the dropdown for where the fee will go, the default being the Matter Fee Earner: 

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The Billing screen will look something like this:- 

 

 

 

Any cells linked to Quill accounts will have a coloured flag in the top left corner. 

 

When you are ready to produce the bill, you will see a button on the Billing screen called Create Bill in Quill Interactive:  

  

  

  

On selecting the Create Bill button, if you have not logged into Quill Interactive that day you will be shown the login screen:  

  

 

 If you cancel the login box you will be shown the following message: 

  

  

 

 After you have logged in, or if you have already logged into Quill, you will then see the Post to Quill window. If you are set up to select what items to post, you will see the following window:  

  

  

 You then tick the items that you want to post as a bill to Quill

 

Select OK to post

  

If your system has not been setup to select what items to post, the screen you will see is all items to be posted with no tick boxes

 

To view or override the fee earner that a fee will go to you can click the three dots at the end of the row.  This will let you review and amend the transaction data before posting

 

  

Select OK to post

 

Once you have selected OK to post the bill to Quill, this will then create an E-Chit in the Money area of Quill

 

Accounts users can log into Quill and deal with the E-Chit in the normal way

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