If a maximum price has been agreed with the customer, you can set a price limit for the matter to ensure that no work beyond the agreed limit is performed. The power user can configure the software either to display a warning or even to prevent saving new transactions if the value of the recorded transactions exceeds the agreed price limit.

A price limit is an alternative to a fixed‑priced matter, and they cannot be used simultaneously.

Defining the price limit and the price alert limit

To enable the price limit, the power user defines in the Settings (Application parameters > Business Unit parameters > Transaction > Transaction parameters > Warning for exceeding price limit) how the software reacts when the limit is exceeded. The options are Error, Warning, or No warning.

After this, you can define a matter‑specific price limit on the Invoicing tab. When the limit is reached, the software will warn the user or prevent saving further transactions to the matter.

To ensure you can react in time, you can also set a price alert limit on the Invoicing tab so that it is suitably below the fee cap. For example, the price limit can be set to 10,000 € and the alert limit to 9,000 €.

Monitoring matters with price limits

You can monitor matters with a price limit using the views available in the Matters folder.

• "Matters with Price Limit" lists all matters saved in the system that have been set a price limit. 

To make monitoring easier, you can set a view reminder for the matters that have exceeded the price alert limit by selecting the icon in the view’s filter bar. You will then receive a reminder notification whenever even a single matter exceeding the price alert limit appears in that view.