Accruals

Entering Accruals

Accruals are entered on the “Firm/Vendors” screen on the “Accruals” Tab.  Accruals must be entered each month at the date and time your client communicates to you. 

Note: This instruction uses the label “Firms/Vendors”.  Some client sites may use the label “Legal Counsel/Vendors” or “Law Firms/Vendors”.

1. From the home page, click the “Firms/Vendors” tab at the top of the screen.

2. On your firm’s profile, click the “Accruals” Tab.