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Mitratech Success Center

How do I create an Accrual Invoice in Collaborati?

 

Accrual Invoices

Begin by logging in to Collaborati. Hover over Invoices in the top menu bar and click Create Invoice.

Header Information

Fill in pertinent Header information.

  1. Choose Accrual from the Invoice Type field in the invoice header.
    Note: If the Accrual choice in Invoice Type is not shown, report the problem to the client.
  2. “Invoice Date” must occur after “Invoice Period”. (Note the Invoice Date can be a date in the future.)
  3. Recommendation: We recommend leaving “Invoice Total” at $0.00 as Collaborati will automatically add the amount.
  4. Place a brief description of the invoice in the “Description”. 
    Accrualinvoice_Collaborati1.png
     
  5. 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 options.

Fee

  1. Select your Matter
  2. Choose Total Fee in the Item Type drop-down menu. 
  3. IMPORTANT: Ensure the start date on the line item is within the Invoice Period.
  4. Do they add an amount? 
  5. Click Add Item

Accrualinvoice_FeeLineItem.png

 

Expense

  1. Select your Matter
  2. Choose Total Expense in the Item Type drop-down menu. 
  3. IMPORTANT: Ensure the start date on the line item is within the Invoice Period.
  4. Do they add an amount? 
  5. Click Add Item
  6. Review the line items and click Next.

Accrualinvoice_ExpenseLineItem.png

 

Review and Submit

You do not need to add any information to the Taxes & Discounts or Attachments sections. 

Review the accrual invoice for accuracy. If everything looks correct, the invoice is ready to submit to the client. 

Accrualinvoice_Submit.png

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