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Accruals

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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 main navigation at the top of the screen.

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

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