User Guide

Settings

General

• Account Owner — Manage the primary account holder details.
• Subdomain — Configure your firm's custom Papilio subdomain (e.g., yourfirm.papilio.co.in).

Customisation

• Tags — Define custom tags used to categorise files in the Vault.
• User Categories — Create departments (e.g., VAT, Audit, Accounts) for grouping team members.
• Company Logo — Upload your firm logo for use on invoices and the client portal.

Features

• General Toggles — Enable/disable billing, invoices, payments display, and mandatory client portal access.
• Timesheet / Expenses — Toggle mandatory manager approval and entry locking (e.g., prevent editing entries older than 7 days).
• Estimation — Enable project-level cost estimation in the Financials tab of services.
• Rating — Allow clients to submit satisfaction ratings on completed services.

Lists — Categories & Service Types

Define the taxonomy for your services. Categories are top-level groupings (e.g., Taxation, Audit) and Service Types are the specific work within them (e.g., ITR Filing, Statutory Audit).

Lists — Billing Codes

• Chargeable Codes — Activities that are billable to clients (e.g., Filing, Advisory).
• Non-Chargeable Codes — Internal overhead activities (e.g., Training, Admin).
• Note: Billing codes cannot be deleted once they have been used in a timesheet or expense entry.

Lists — Service Reason Codes

Define standard reasons attached to status changes on services — Active, Completed, and Cancelled — for consistent reporting and audit trails.

Rate List

• Set hourly billing rates by staff level (e.g., Manager, Senior Associate) or by individual user.
• Supports effective dates for historical rate tracking — rate changes do not affect past entries.
• Rates can be entered manually or via bulk CSV upload.

Holiday List

Define firm-wide public holidays per fiscal year. Holiday lists feed into resource planning, capacity calculations, and deadline date calculations.