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Dispute and Transaction Matters

TeamConnect Legal provides two formal types of matters:

  • Dispute Matters—Track adversarial legal matters, formal litigations, and informal disputes.
    To meet the needs of various types of disputes, the Dispute record is organized to include common information that is applicable to all types of disputes, and then adds additional information when you add categories to the dispute record.
  • Transaction Matters—Manage general business law matters. A transaction matter enables the transactional practice group to manage a matter from its inception through its life cycle, with one matter record capturing and reusing pertinent information.

To meet the needs of various types of transactions, the transaction matter record contains common information applicable to all types of business law matters, from contracts to intellectual property matters, and adds additional information according to the category that applies to the transaction. See Relating Involved Parties for more information.

Dispute and Transaction matters have additional pages on which you can enter related matter information. There are some pages and wizards that are exclusive to Dispute matters only and some are common to both matter types.

Dispute and Transaction Information

The following pages are common to both Dispute and Transaction matters. These pages have the same format, but the type of information entered may vary based on the matter type.

  • Activities—Manage appointments and tasks that apply to this matter. See Scheduling Matter Appointments or Tasks for more information.
  • Narratives—Enter and review notes that pertain to a matter. See Creating or Editing Narratives for more information.
  • Related Advice—View, add, and modify Advice and Counsel matters that are related to a Dispute or Transaction.
  • Related Matters—View or set the relationships that the selected matter may have with other Dispute or transaction matters.
  • Supplemental—View and edit events and details that can occur during a matter, such as allegations, violations, and discovery sanctions. See Managing Supplemental Information for more information.

Dispute-specific Information

The following pages let you enter additional information related to Dispute matters:

  • Damages Summary—View and enter damage summaries, including the type of damages and the damage amount. See Entering or Editing Dispute Damages for more information.
  • Disposition—View or enter award information for a dispute, such as the type and amount of the award, and to whom the award was paid. You can also view information about Dispute dispositions. See Managing Dispute Dispositions for more information.
  • Negotiations—View or enter negotiation details, including the demand amount and the offer amount. See Entering or Editing Dispute Negotiations for more information.
  • Supplemental—View and edit events and details that can occur during a dispute, such as allegations, violations, and discovery sanctions. See Managing Supplemental Information for more information.

Additionally, Dispute matters provide the following wizards:

  • Create a Subpoena—Create a subpoena record that is related to the selected Dispute record. You can create subpoena's only for Dispute records that are assigned to the Subpoena category and you cannot add any other categories to this record. See Creating a Dispute Subpoena for more information.
  • New Jurisdiction—Link a court and a judge to the Dispute record and enter the docket number so that this information is readily available from within the dispute. To access the jurisdiction wizard, the Lawsuit category must be assigned to the Dispute matter. See Adding a Dispute Jurisdiction for more information.
  • Opposing Party—Link opposing parties and their representatives to the Dispute record so that this information is readily available from within the dispute. To access the wizard, the Dispute matter must be assigned to the General Liability/Claim or Lawsuit category. See Adding a Dispute Opposing Party for more information.

Scheduling Matter Appointments or Tasks

Use the Activities page to associate a task or appointment with a matter.

When you schedule an appointment or task, and associate it with a specific matter, the activity appears on your home page when it becomes due in the near future.

You can perform the following tasks on the Activities page:

Creating or Editing Matter Appointments

Use the Appointments section on the Activities page to schedule appointments and meetings that are related to a specific matter.

When you create an appointment, the matter record name is automatically displayed in the Matter field of the appointment record.

To create or edit an appointment

  1. Search for a matter and open it.
  2. In the left pane, click the Activities link. The Activities page opens.
  3. In the Appointment section, select one of the following options:
    • To create a new appointment, click New.
    • To edit an existing appointment, click the name of the appointment in the Subject column, and then click Edit.
      The appointment record opens to the General page.
  4. Enter or edit the name of the meeting, location, and time of the meeting. You can also use the links in the left pane to add resources, attendees, and specify the category for this meeting. See Creating or Editing Appointments for more information.
  5. Select a save option.

Creating or Editing Tasks

Use the Tasks section of the Activities page to designate the users and assignments that are needed to complete a project. You can change task assignments at any time and also assign tasks to yourself.

If necessary, you can also add information for tasks that are also billable time items that need to be tracked by rate on an hourly basis.

To create or edit a task for a matter

  1. Search for a matter and open it.
  2. In the left pane, click the Activities link.
  3. Select one of the following options:
    • To create a new task, click New. If you are creating the task from a project record, the project automatically displays in the Project field.
    • To edit an existing task, click the name of the task in the Subject column, and then click Edit.
      The task record screen opens to the General page.
  4. Enter or edit the appropriate information in the Task Information section and, if necessary, the Billing Information section. See Creating or Editing Tasks for more information.
  5. Select a save option.

To post this task, see Posting Tasks.

Relating Involved Parties

Use the Relations page on an involved party to define the relationships between contacts who are involved in the same matter, such as boss-to-employee or attorney-to-client. An involved party may have several different relationships with other contacts and more than one relationship with the same contact.

After you create a relationship between contacts in one record, the related contact's Relations page is automatically updated with the same information. See Working with Related Records for more information.

Managing Invoices and Expenses

Use the Financials page to manage invoices and expenses for a matter. You can perform the following tasks on the Invoices/Expenses page:

Invoices can be posted against accounts and matters according to the posting criteria that you set for an account.

Using Matter Invoices

Use the Financials page to access invoices and contacts that are related to a matter.

To view matter invoices

  1. Search for a matter and open it.
  2. In the left pane, click the Financials link. The General page opens.
  3. In the Invoices section, select one or more of the following options:
    • To access the related invoice, in the Number column, click the appropriate invoice number. The invoice opens to its General page.
    • To access the contact record associated with this invoice, in the Vendor column, click the appropriate link. The contact record opens to its General page.

For information about the fields in the Invoices section, see the Invoices Section Fields table.

Invoices Section Field Descriptions

The table below contains the default fields for the Invoices section on the Financials page. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.

Invoices Section Fields

Field or Control

Description

Invoice Number

The number assigned to this invoice. You can click this link to access the original invoice.

Type

The type of invoice.

In addition to the typical Standard invoice, the following options are available:

  • Credit Note—A legal instrument that corrects a Non-US Tax invoice.
  • Accrual—An estimate of an upcoming bill.

Vendor

The name of the contact who is billing for this service. You can click on this link to access the vendor's contact record.

Status

The current status of the invoice.

Total Amount

The total of all line items on this invoice. Click the link in the Invoice Number column to view the line items on this invoice.

Creating a Matter Expense Record

Use the Invoices/Expenses page to view, create and edit expense and matter records.

Expenses are the internal costs of doing business at your organization. Typically, these are the costs of the merchandise bought and the costs of the services received.

For example, when you purchase office supplies, or spend money on transportation, or meals while conducting your business, you can:

  • Post expenses against the respective accounts
  • Track expenses by certain matters and by specific vendors

Expenses can be matter-specific, meaning that they are associated with a particular matter, or global, meaning that they are not associated with matters.

Expenses that are assigned to the Matter Cost:Internal Expenses category can be posted against the Internal Expenses account record, which is created automatically for each matter record. If your organization budgets according to other types of expenses, you will need to know what category to use in order to post expenses to the correct account.

To create an expense record

  1. Search for a matter and open it.
  2. In the left pane, click the Financials link. The Financials page opens.
  3. In the Expenses section, click the New Expense button. The General page opens.
  4. In the Expense Information column, complete the following options:
    • In the Description field, enter the description that applies to this expense.
    • In the Expense Date field, leave the default date, or use the calendar icon to select a different date.
    • (optional) In the Category drop-down list, select the appropriate category.
    • (optional) In the Contact field, type the first few letters of the contact name, or click the search icon to search for the appropriate contact.
  5. (optional) In the Billing Information section, complete the following fields:
    • In the Unit Price field, enter the unit price that applies to this expense.
    • In the Quantity field, enter the number of units that apply to this expense. For information about the fields in the Expenses section, see Expenses Fields.
  6. In the Notes section, enter any additional information that applies to this expense.
  7. Select a save option.

Expenses Section Field Descriptions

The table below contains the default fields for the Expenses section on the Invoices/Expenses page. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.

Expenses Fields

Field or Control

Description

*Expense Date

The date on which the expense is created.

Description

A description of the expense.

Category

The category that is applied to this expense.

Project

The project or matter to which this expense is related.

Status

The current status of this expense.

Total Amount

The cost incurred for this expense.

Editing a Matter Expense Record

To edit an expense record

  1. Search for a matter and open it.
  2. In the left pane, click the Financials link. The Financials page opens.
  3. In the Expenses section, in the Description column, click the link of the expense that you want to edit.
    The expense opens to the General page.
  4. Click Edit.
  5. Edit the appropriate fields. See Expenses Fields for more information.
  6. Select a save option.

Creating or Editing Narratives

Use the Documents & Notes page to view, enter, or edit matter notes in a matter record.

Narratives are history records whose default category is Matter Narrative. Each narrative provides the date and time of the narrative, and the name of the user who entered the information.

Narratives are intended to capture large amounts of text, but should not take the place of information that you can enter in a specific field. For example, the details of a negotiation should be entered on the Negotiations page rather than in a narrative.

You can also record statements about the matter status. Matter status records are history records whose default category is Matter Status. You can view the description of the latest matter status in the Status Summary field on the on the Dispute General page.

Each Narrative record also has a Categories, Security, and Workflow page where you can enter additional information related to this narrative history record.

To create or edit a narrative

  1. Search for a matter and open it.
  2. In the left pane, click the Documents & Notes link. The History page opens.

    Disputes Narratives Page
  3. Select one of the following options:
    • To create a new narrative (history) record, click New.
    • To edit an existing narrative (history) record, click Edit.
      The record opens to its General page.

      History General Page
  4. Complete the following information:
    • In the Date field, click the calendar, and then select the appropriate date. The current date is the default. This is a required field.
    • In the Time field, select a time from the drop-down list. The current time is the default.
    • In the Description box, enter the appropriate details. This is a required field.
  5. If necessary, click a link in the left pane to enter additional information for this narrative record. See Dispute and Transaction Matters for more information.
  6. Select a save option.

Entering or Editing Dispute Damages

Use the Damages Summary page to view, enter, or edit information about Dispute damages, including compensatory, medical, and punitive damages.

To enter or edit dispute damages

  1. Search for a Dispute matter and open it.
  2. In the left pane, click the Damages Summary link.
    The Damages Page opens.

    Disputes Damages Summary Page
  3. In the Damage Type field, enter or edit the type of damages that apply to this dispute.
  4. In the Occurrence drop-down list, select or change the option that indicates when these damages happened. Options are Future or Past.
  5. In the Amount field, enter or edit the total amount of the damages.
  6. In the Description field, enter or edit additional descriptive information if necessary.
  7. Click Add.
  8. If you need to enter additional damages entries, repeat steps 3 through 6.
  9. Select a save option.

Entering or Editing Dispute Negotiations

Use the Negotiations page to view, enter, or edit dispute negotiation information, including demand and offer information.

To enter or edit dispute negotiations

  1. Search for a Dispute matter and open it.
  2. In the left pane, click the Negotiations link.
    The Negotiations page opens.

    Disputes Negotiations Page
  3. Enter or edit information in the following fields:
    • Demand Amount
    • Demand Date
    • Demand Rationale
    • Offer Amount
    • Offer Date
    • Offer Rationale
    • *Authority Granted By (required field)
    • Date Granted
  4. Click Add.
  5. If you need to add negotiation information, repeat steps 3 and 4.
  6. Select a save option.

Managing Supplemental Information

Use the Supplemental page for a Dispute or Transaction matter to enter or edit information that needs to be tracked, such as Dispute sanctions or Transaction liabilities or assets.

Dispute Supplemental Information

You can perform the following tasks on the Dispute Supplemental page:

Transaction Supplemental Information

You can perform the following default tasks on the Transaction Supplemental page:

Entering or Editing Dispute Allegations or Violations

Use the Dispute Supplemental page to enter or edit alleged wrongdoing, in the form of applicable allegations or violations.

To enter or edit allegations or violations

  1. Search for a Dispute matter and open it.
  2. In the left pane, click the Supplemental link.
  3. In the Allegations and/or Violations section, enter or edit information in the Name, Type, and Description fields.

    Disputes and Allegations and Violations Sections
  4. Click Add.
  5. If you need to add additional items, repeat steps 3 and 4.
  6. Select a save option.

Entering or Editing Dispute Sanctions

Use the Supplemental page to enter or edit sanctions in a Dispute record.

To enter or edit sanctions

  1. Search for a Dispute matter and open it.
  2. In the left pane, click the Supplemental link.
  3. In the Sanctions sections, enter or edit information in the Name, Type, and Description fields.

    Disputes Sanctions Sections
  4. Click Add.
  5. If you need to add additional sanction information, repeat steps 3 and 4.
  6. Select a save option.

Entering or Editing Transaction Liabilities and Assets

Use the Supplemental page to enter or edit information about the assets or liabilities that apply to the selected transaction matter. This information can be used in reports or document production.

To enter or edit transaction liabilities and assets

  1. Search for a transaction matter and open it. The General page opens by default.
  2. In the left pane, click the Supplemental link.
  3. Click Edit.
  4. Select one of the following options:
    • To enter a new liability or asset, in the Liabilities/Assets section, enter the Type (Liability or Asset), Name, and Description, and then click Add.
    • To edit an existing liability or asset, select the check box of the item you want to edit. In the Action column, click the edit .
      The information that you want to edit appears above in the Type (Liability or Asset), Name, and Description fields. Edit the information as necessary, and then click Add.
  5. If necessary, click Add New Item to add additional liability and asset entries, and repeat step 4 until you've added all of the necessary entries.
  6. Select a save option.
    The liabilities or assets are listed in the Liabilities/Assets block.

Entering or Editing Transaction Provisions

Transactional matter provision information is useful when you are managing any type of contract, agreement, or merger. By entering this information into a structured format, you prepare it to be used in reports or document production.

To enter or edit transactional matter provisions

  1. Search for a Transaction matter and open it. The General page opens by default.
  2. In the left pane, click the Supplemental link.
  3. Click Edit.
  4. Select one of the following options:
    • To enter a new transaction provision, in the Matter Provisions section, enter the Provision and Description, and then click Add to save the entry.
    • To edit an existing liability or asset, select the check box of the item you want to edit. In the Action column, click the edit icon . The information appears above in the Provision and Description fields. Edit the information as necessary, and then click Add.
      If necessary, click Add New Item to add additional liability and asset entries, and repeat step 4 until you've added all of the necessary entries.
  5. Select a save option.
    The matter provisions are listed in the Matter Provisions block.

Entering or Editing Transaction Terms

Transactional matter term information is useful when managing any type of contract, agreement, or merger. By entering this information into a structured format, you prepare it to be used in reports or document production.

To enter or edit transactional matter terms

  1. Search for a Transaction matter and open it. The General page opens by default.
  2. In the left pane, click the Supplemental link.
  3. Click Edit.
  4. Select one of the following options:
    • To enter a new matter term, in the Matter Terms section, select a matter term from the Term drop-down list, enter a Description, and then click Add to save the entry.
    • To edit an existing liability or asset, select the check box of the item you want to edit. In the Action column, click the edit icon . The information appears above in the Term and Description fields. Edit the information as necessary, and then click Add.
  5. If necessary, click Add New Item to add additional matter term entries, and repeat step 4 until you've added all of the necessary entries.
  6. Select a save option.
    The matter terms are listed in the Matter Terms block.

Managing Dispute Dispositions

Use the Disposition page to enter or edit information about awards and the outcome of Dispute dispositions.

You can perform the following tasks when working with Dispute dispositions:

Entering or Editing Disputes Awards

Use the Dispositions page to enter or edit dispute awards.

To enter or edit dispute awards

  1. Search for a Dispute matter and open it.
  2. In the left pane, click the Dispositions link.
  3. In the Awards section, enter or edit information in the Award Type, Amount Awarded, Date Awarded, *Awarded To, and Description fields. Awarded To is a required field.

    Disputes Awards Section
  4. Click Add.
  5. If you need to enter additional award information, click Add, and repeat step 3 for all additional entries.
  6. Select a save option.

Entering or Editing Disputes Outcome Dispositions

Use the Disposition page to enter or edit information about the way that the dispute was resolved. Typically, before you close a Dispute record, you should complete this information.

To enter or edit dispute outcome dispositions

  1. Search for a Dispute matter and open it.
  2. In the left pane, click the Dispositions link.
  3. In the Outcome Dispute Disposition section, enter or edit the disposition information, including its description, awarded fees and their monetary amounts.
  4. Click Add.
  5. If you need to enter additional disposition information, repeat steps 3 and 4 for all additional entries.
  6. Select a save option.

Using Dispute Wizards

You can perform the following tasks using wizards:

Creating a Dispute Subpoena

Use the Create a Subpoena wizard to create a subpoena record that is related to the selected Dispute record. You can create subpoena's only for Dispute records that are assigned to the Subpoena category and you cannot add any other categories to this record.

The subpoena wizard helps you to capture the most pertinent information and allows you to create

Order to produce documents or Order to appear subpoenas.

Before creating the new record, the wizard searches the database for any existing subpoenas to make sure that it has not previously been entered. If a new subpoena contains the same Issuing Court, Docket Number, Type of Subpoena values as another subpoena, you have the option to create a new record or update an existing record.

You also can relate subpoenas to Dispute records so that you can open any related subpoena records directly from the Dispute record.

To create a dispute subpoena

  1. Click the Legal tab.
  2. Click the Disputes link under the tab bar.
  3. Click New, and then click New Subpoena Wizard. The wizard opens to the first page.

    Disputes Subpoena Wizard Page One
  4. Fill in the fields that describe the subpoena, including the required Subpoena Matter Name, Issuing Court, and Docket No fields.
    For the Issuing Court field, click the search icon to select the desired court. This search module only displays contacts with the External : Court category.
    If the search doesn't return the court that you need, click New to create a new Issuing Court. Complete the required fields on the contact General page, and then click the Categories link in the lift pane. On the Categories page, select the External : Court category, and then select a save option. You are returned to the original wizard page and the new court name is listed in the Issuing Court field.
  5. In the Type of Subpoena field, select one of the following options based on the type of subpoena you are entering:
    • Order to appear—The Order to Appear page is displayed when you click Next. This is the default option.
    • Order to produce documents—The Order to Produce Documents page is displayed when you click Next.
  6. Select one or both of the following options:
    • If there are no current assignees, select the appropriate user name in the Assignee drop- down list and their function in this matter in the Role drop-down list. The same user can be assigned to a matter several times if the user has a different role for each assignment.
    • To add an additional assignee, click Add New Item, and then select the appropriate user name in the Assignee drop-down list.
  7. If necessary, in the Primary column, select the button for the appropriate primary assignee. The first assignee is selected by default.
  8. Click Next.
    • If you selected Order to appear, use the contact search module to enter the name of the person or company ordered to appear, the time of the appearance and the location.
    • If you selected Order to produce documents, complete the appropriate fields, such as the responded date, the name of the party serving the subpoena, and a description.
  9. Click Next.
    If the Issuing Court and Docket No fields contain values similar to an existing subpoena, the Potential Duplicate Records page opens. If not, the Matter Relations page opens.
  10. If the Potential Duplicate Records page opens, select either Create a new subpoena with or select one of the existing subpoenas.
  11. Click Next.
    The Matter Relations page opens.
  12. If you want to relate the subpoena to a Dispute record, do the following:
    • Click the Find icon  and to locate and select a dispute.
    • Select a value from the Type of relationship drop-down list, such as is subpoena for.
  13. Click Finish.
    If you selected an existing subpoena on the Potential Duplicate Records page, any relations you defined are added to the Related Matters page of the existing Dispute Subpoena record and the matter you added as a relation.
    If you chose to create a new subpoena, any relations you defined are added to the existing matter record and the new subpoena record.

Adding a Dispute Jurisdiction

TeamConnect Legal provides a New Jurisdiction wizard to help you link a court and a judge to the Dispute record and enter the docket number so that this information is readily available from within the dispute. To access the jurisdiction wizard, the Lawsuit category must be assigned to the Dispute matter.

You can access the add jurisdiction wizard in two places:

  • On the General page of a Dispute matter
  • On the Involved/Assignees page of a Dispute matter

To add a new jurisdiction to a dispute

  1. Select one of the following options:
    • Search for and open a Dispute matter that is assigned to the Lawsuit category. In the Lawsuit Jurisdiction Info section, click Add New Jurisdiction.
      • Open the Involved/Assignees page for a Dispute matter. In the Involved Parties section, click New Jurisdiction Wizard.
        To view the dispute category, click the Categories link in the left pane.
        The Jurisdiction wizard opens.
  2. In the Court field, click the Find icon to locate and select a court. The court's contact record must be assigned to the External : Court category.

    Disputes Jurisdiction Wizard Page One
  3. Next to the Judge field, click the Find icon to locate and select the a judge. The judge's contact record must be assigned to the External : Judge category.
    When you add the judge, the wizard sets the is court of relationship between the court and its Judge on the Relations page of both involved party records.
  4. Click Next.
    The Docket Number Selection page opens.

    Disputes Jurisdiction Wizard Page Two

    The Court field is required and the wizard will not proceed until you enter a valid contact record with the External : Court category. You can leave the Judge field empty, but if you do select a contact record for this field, it must have the External : Judge category.
  5. Enter a docket number.
  6. Click Finish.
    The wizard creates involved party records for the court and the judge and displays them in the Lawsuit Jurisdiction Info section of the Dispute's General page and on the Involved/ Assignees page.

Adding a Dispute Opposing Party

TeamConnect Legal provides an Opposing Party wizard to help you link opposing parties and their representatives to the Dispute record so that this information is readily available from within the dispute. To access the wizard, the Dispute matter must be assigned to the General Liability/ Claim or Lawsuit category.

You can access the Opposing Party wizard in two places:

  • On the General page of a Dispute matter
  • On the Involved/Assignees page of a Dispute matter

To add an opposing party to a dispute

  1. Select one of the following options:
    • Search for and open a Dispute matter to which the Lawsuit or General Liability/Claim category is assigned. In the Opposing Party section, click Add New Opposing Party.

      Disputes General Page - Opposing Party Section
    • Open the Involved/Assignees page for a Dispute matter. In the Involved Parties section, click New Opposing Party Wizard.
      The Opposing Party wizard opens.
      If the General Liability/Claim category is assigned to a dispute, the Opposing Party Selection page will display the additional Opposing Representative Role field.
  2. Next to the Opposing Party field, click the Find icon to locate and select a contact record.

    Disputes Opposing Party Wizard
  3. Select the desired role of the opposing party from the Opposing Party Role drop-down list.
  4. Next to the Opposing Representative field, click the Find   icon to locate and select a contact record.
  5. If the Opposing Representative Role field opens, select the desired role from the list.
  6. Click Finish.

The wizard creates involved party records for the opposing party and their representatives and displays them in the Opposing Party section of the Dispute's General page and on the Involved/Assignees page.

Managing Related Advice and Counsel Matters

Use the Related Advice page to view, add, or edit Advice and Counsel matters that are related to Dispute or transaction matters. If necessary, you can also use this page to create a new Advice and Counsel matter and relate it to a Dispute or transaction matter.

Advice and Counsel given by legal staff is often related to a Dispute or transaction matter. For example, a dispute may originate with the notification of some activity prior to the filing of a lawsuit or formal notification of a claim by requesting legal advice.

You can track this association in TeamConnect Legal by selecting the existing Advice and Counsel record from within a Dispute or transaction matter. This creates a relationship between the two matter records.

You can also create a new Advice and Counsel record from within the dispute or transaction so that all of the related Advice and Counsel notes and documents are listed within associated Dispute or transaction matter.

You can perform the following tasks when you are working with the Related Advice page:

Relating Advice and Counsel Matters

Use the Related Advice page to relate an Advice and Counsel matter to a Dispute or Transaction matter.

To relate an Advice and Counsel record to a Dispute or Transaction matter

  1. Search for a Dispute or transaction matter and open it. See Searching for Specific Records for more information.
  2. In the left pane, click the Related Advice link.
  3. Click Edit.
  4. In the Related Advice and Counsel Matter field, click the Find icon to locate the appropriate Advice and Counsel matter.
  5. Select the Advice and Counsel matter that you want to relate to this record.
  6. You are returned to the Related Advice page and the selected matter appears in the Related Advice and Counsel Matter field.
  7. In the Comments field, enter additional details.
  8. Click Add.
  9. The selected Advice and Counsel record is now related to the selected matter and appears on the Related Advice page of the selected Dispute or transaction matter.
  10. To additional relationships, repeat steps 3 through 6.
  11. Select a save option.

Editing Related Advice and Counsel Records

Use the Related Advice page of a Dispute or Transaction matter to edit a related Advice and Counsel matter.

To edit a related Advice and Counsel record

  1. Search for a Dispute or transaction matter and open it. See Searching for Specific Records for more information.
  2. In the left pane, click the Related Advice link.
  3. On the list view, in the Related Advice and Counsel Matter column, click the link of the Advice and Counsel record that you want to modify.
    The Advice and Counsel matter opens to its General page.
  4. Make any necessary changes.
  5. Select a save option.

The Advice and Counsel record is updated.

Modifying Related Advice Comments

Use the Related Advice page of a Dispute or transaction matter to modify the Comments field of a related Advice and Counsel record.

To modify related Advice and Counsel Comments

  1. Search for a Dispute or transaction matter and open it. See Searching for Specific Records for more information.
  2. In the left pane, click the Related Advice link.
  3. In the Action column, click the edit icon for the Advice and Counsel matter that you want to change.
  4. Modify the text in the Comments box above, and then click OK.
  5. Select a save option.

The Advice and Counsel comments are updated.

Removing Related Advice and Counsel Matters

You can remove an Advice and Counsel matter from a Dispute or transaction matter.

To remove a related Advice and Counsel matter

  1. Search for a Dispute or transaction matter and open it. See Searching for Specific Records for more information.
  2. In the left pane, click the Related Advice link.
  3. Click Edit.
  4. In the Line column, check the boxes of the Advice and Counsel matters that you want to remove from the selected matter.
  5. Click Remove.

The selected Advice and Counsel matters are removed.

Recording Invoice Payment Information

From an invoice's Payments page, you can enter information about an invoice payment. For example, you can record the date an invoice was sent to Accounts Payable, an invoice payment's Check # or Check Date.

To record invoice payment information

  1. Search for an invoice and open it.
  2. Click the Payments link from the left navigation pane.
  3. Enter information described in the field descriptions table Invoice Payments Page Fields table.
  4. Select a save option.

Invoice Payments Page Field Descriptions

The table below contains the default field information for the Invoice Payments page. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.

Invoice Payment Page Fields

Label Description

Check #

The check number used for invoice payment.

Check Date

The date the invoice payment check was issued.

PO Number

The invoice PO number.

Ready to send to AP

check box to indicate status of an invoice. If checked, the invoice is ready to sent to accounts payable (AP).

Sent to AP

Date that an invoice was sent to accounts payable (AP).

Total Amount on Check

The invoice payment check amount.

Withholding Amount

The amount of a billed invoice that is withheld.

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