Other Transactions
Other Transactions
The Other Transactions option was created to fit additional invoicing needs. Other Transactions help provide a client's total case costs. Other Transactions are more grandular than the Resolution option. Other Transactions are Expenses only.
Firms do not have access to this feature. Client Users must have permission to create and view the "Other Transaction" invoice type.
Creating Other Transaction Invoice
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Navigate to the Invoices Navigation link and select “Create Other Transaction.”
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Complete the profile data.
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Begin typing your Matter Name, or use the magnifying glass
to search for your matters. -
Fill out the following mandatory fields:
- Matter
- Transaction Type
- Payee
- Invoice Number
- Transaction Date
- Invoice Date
- Invoice End
- Payment Instructions
- Add Date to be Paid and Description if needed.
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Add Invoice Attachments if needed.
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Enter Line Item data. An Expense code is required.
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Click SAVE to create the invoice. You will be moved directly to the Invoice Profile.
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Your invoice will move straight to a Paid status
Additional Other Transaction Call-Outs
- "Transaction" is a translate
- Transaction Type can be customized, but we have a standard list, see below:
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Recovery
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Reimbursement
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Refund
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Settlement
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Indemnity
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Note: Please open a ticket if you would like to turn this on as configuration is necessary.