Finance Navigation Bar

Last updated
Save as PDF

Allow users to adjust or view financial records of the selected matter, including Budgets, Chargebacks, Insurance, International Finances, Reserves, and Offers and Demands.

The Finance Navigation Bar on the Primary Information screen allows users to adjust or view financial records of the selected matter, including Budgets, Chargebacks, Insurance, International Finances, Reserves, and Offers and Demands.

Note: If the matter is not associated to a firm/vendor with an invoice, certain subjects do not appear. To view firm/vendor invoice information, please see Invoice Management in the Finance Module.

Click any of the subjects under the Finance tab to expand it and view its respective options.

Page	Function
Budgets	View all active and inactive budgets and delete inactive budgets. Sort budgets by Type/Phase and Frequency/Lifetime occurrence.
Chargebacks	View details of recorded chargebacks.
General	Insurance—View insurance policies here as well as assign a new policy. Click the policy name and continue to review and edit details. All policy and coverage information will be displayed and can be edited before being reapplied to the Matter. Finance Summary/Overview—View outcome amount, invoices received, and an overview of finance by adversary and company.
International	View international financial details, payments, invoices and reserves.
Reserves	View all reserves as well as add reserve amounts and details. The Breakdown: Categories and Breakdown: Fiscal Years tabs provide further graphical detail on all existing reserves.
Offers and Demands	View offers and demands from outside vendors and parties.