CSM Features
This guide provides the information about the CSM features in detail.
Budget Requests, Rate Requests and Tender Requests functionality is designed to be utilized by clients with Collaborati Spend Management (CSM) 4.0 Update 4 and later. Collaborati Spend Management users prior to version 4.0 Update 4 (4.0.4) can examine the CSM 4.0 Update 4 release notes for more detail.
The following topics explain how to work with Budget Requests, Rate Requests and Tender Requests.
- Budget Requests
- This article provides the information about how to create, submit, edit, cancel and delete the CSM Budget requests.
- Current Rate Column on a Timekeeper Rate Request
- This article provides the information about Current rate column on a Timekeeper Rate Request.
- eBilling Rules and Guidelines
- This page acts as an index for all of the eBilling Rules and Guidelines (available under Billing Profiles) in TeamConnect Enterprise. It also details the order in which the billing rules are applied when running against an invoice. If you are on CSM version >= 6.0, we configure Invoice Validation Rules through the Billing Profile in the TeamConnect User Interface.
- Managing Volume Discounts
- This page details how to create alternative fee arrangement (AFA) volume discounts for firms and vendors, explains how the discounts are validated when Invoices are sent over from Collaborati.
- Rate Requests
- This page gives the information about Rate Requests and how to activate a rate request approval rule.
- Tender Requests
- This article provides the detail explanation about Tender requests.