Who can see the money side? Time, invoices and trust permissions
What each role can do with time, expenses, invoices, trust and reports, and why a lawyer sees "This section is for partners and accountants".
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Practice separates who logs work from who sees and manages money. General roles are covered in Roles and permissions; this is the financial summary:
| Action | Owner | Partner | Accountant | Lawyer | Paralegal |
|---|---|---|---|---|---|
| Log own time and expenses | Yes | Yes | Yes | Yes | Yes |
| See others' entries and log for them | Yes | Yes | Yes | No (own only) | No (own only) |
| Approve and write off time | Yes | Yes | Yes | No | No |
| Set a matter's fee arrangement | Yes | Yes | Yes | No | No |
| Members' hourly rates | Yes | Yes | No | No | No |
| Invoices, payments, statements | Yes | Yes | Yes | No | No |
| Trust (paid plans) | Yes | Yes | Yes | No | No |
| Edit seller profile and ZATCA settings | Yes | Yes | View only | No | No |
| Email the invoice summary | Yes | No | No | No | No |
| Reports (paid plans) | Yes | Yes | No | No | No |
"This section is for partners and accountants"
If a lawyer or paralegal opens any page in Invoices & accounts, a card with this title explains that invoices, payments and trust accounts are visible to the owner, partners and the accountant only, and that they can log time and expenses on the matter page while the accountant does the invoicing. The Trust page sends them back to the home page. The invoices card on a matter or client page is not shown to them.
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