Finance

This guide covers all Lawtrac topics related to User Finance options which include: Budget Management, Invoice Management, and Insurance Management.

Click on a link in the tables below to find more details on the respective topics.

Invoice Management

Main Invoice Page	Understanding the main invoice screen Flagging an Invoice or Line Item Approval Chain & Invoice Handlers Adding/Calculating VAT Tax Invoice/Budget line Connectors Calculating Invoices Invoice Tab
Pending Invoices	Invoices Pending Approval Invoices Pending Handling Recently Received Invoices Oldest Invoice Not Approved
Chargebacks	Chargeback Overview Chargeback Activity
Add a New Invoice	Step 1: Choose a Firm or Vendor Step 2: Pre-Approved Invoices Step 3: Associate a Matter Step 4a: Adding Summary Invoices Step 4b: Adding Detailed Invoices
Approval Schema	Select an Approval Schema

View Budget Details	Edit/Add Line Items Chronology Comments Budget Variance
Reserves	Reserves Management

Insurance	Insurance Policy Overview
Underwriter/Carrier	Underwriter/Carrier Overview Add, Edit, or Delete and Underwriter Underwriter Contacts Underwriter Policies
Policies	Active and Expired Policies Overview Add, Edit, or Delete a Policy
Other Insurance Topics	Matter Records Occurrence Overview Currency Exchange Lookup Tool

See the index below for more topics related to Lawtrac Finance options.