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Mitratech Success Center

Collaborati: How do I create an accrual? How do I submit monthly accruals?

Step-by-step guide to creating accruals and submitting monthly accruals within Collaborati.

To start creating your invoice, follow these steps:

  • Hover over “Invoices” in the top menu bar
  • Click “Create Invoice”

HEADER

Fill in pertinent information. “Invoice Date” must occur after “Invoice Period”. (Note the Invoice Date can be a date in the future.) We recommend leaving “Invoice Total” at $0.00 as Collaborati will automatically add the amount. Place a brief description of the invoice in the “Description”. 

Header example

Example: If I am submitting October’s Accrual on 10/16/2013,

I can enter the Invoice Date as a date next month, 11/1/2013

And the Invoice Period as 10/1/2013 – 10/31/2013

Click "Next".

LINE ITEMS

You can enter a one line accrual which will include estimated fees and expenses, or you can enter a two line accrual to separate the fees and expense. Below is an example with two lines.

Select your “Matter”. For “Item Type” choose Total Fee. Enter the Date (within the Invoice Period) and also the Amount.

  • Click on the “Add Item” button to finish the line item fee input.

Line 1 example

Select your “Matter”. For “Item Type” choose Total Exp. Enter the Date (within the Invoice Period) and also the Amount.

  • Click on the “Add Item” button to finish the line item expense input

2 line example
 

Click "Next".

Taxes & Discounts (you can skip this section)

Click "Next".

Attachments (you can skip this section)

Click "Next".

Preview & Submit

Accrual is now ready to submit to the client.


summary example