| 1. Select the Client screen from the Client Information folder on the Site Plan. View screen shot. |
| 2. Ensure that the desired client is showing in the Client Header screen and click the Expenses tab. View screen shot. |
3. All of the client's expenses are detailed in the Expenses tab of the Client screen. The Expenses screen includes any checks written to cover expenses accrued by the attorney while representing the client. These types of expenses are paid out of the client expense account. Some expenses, such as the cost of postage and copying are not covered with a check, but are still incurred as a result of representing the client. View screen shot. |
| 4. Click the Add New button. View screen shot. |
5. Using the Tab key
on your keyboard to move between the fields, enter the following information:
|
| 6. Use the Void button if the check was written, but the attorney did not incur the expense as it relates to this case. View screen shot. |
| 7. For checks going to a provider, recorder or police station, select the appropriate option and use the drop-down arrow next to the field to pull up the list of providers, recorders and police stations. Selection of one of these options causes the address information to automatically populate the appropriate fields. View screen shot. |
| 8. For checks going to someone other than a provider, recorder or police station, enter the payee name in the Payee/Source field. View screen shot. |
| 9. Click the down arrow next to the Select Memo Text to see a listing of common reasons for sending a check. View screen shot. |
| 10. Use the Memo field to detail the purpose of the expense if the reason is not among the drop-down options. View screen shot. |
| 11. Repeat the above steps to add additional expenses. All expense records will merge to the Client Activity Log report. |
| 12. Use the Previous and Next navigation buttons to move between the expenses. View screen shot. |
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