Manage narrative restricted words

Restricted words prevent users from using words or phrases in time entry narratives that your firm or clients may not allow based on established billing guidelines and provide suggested words to use instead. With restricted words in place, users can correct any potential billing guideline violations that may cause a client to request a payment reduction or reject an invoice before entries are submitted to Billing.

Note: Restricted words are synced between SurePoint Cloud and LMS+ and can be configured in either product.

Following are the tasks a system administrator can perform from the Restricted Words screen:

• Add a restricted word

• Edit a restricted word