Finances
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Troubleshooting Time, Expenses, and Finance Actions
Use these checks when a record is missing, a form will not save, or an action is unavailable. I cannot find an entry Check the workspace and case,...
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Finance Permissions and Record Visibility
Finance access combines permissions, case access, workspace scope, and the financial state of each record. Entry permissions Add Time Entries: create...
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Exporting Finance Records and Using Financial Reports
Use list exports for transaction detail and financial reports for a broader view of activity. Export a list Open the relevant Expenses, Invoices,...
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Reviewing Case Financial Summaries and Budgets
Use Finances > Financial Summary for the case’s financial position and the Budget tab for authorized limits. Read the financial summary Total...
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Recording and Correcting Payment Slip Payments
Payment slips track payments to staff; invoice payments track payments from clients. Enter a staff payment Open the correct payment slip, or select...
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Generating Payment Slips for Staff
Payment slips collect approved time and expenses payable to a staff member or investigator. Find eligible work Open Payment Slips and choose Find...
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Managing Client Retainers
A retainer is client money available to apply to invoices. It is separate from a case budget. Find retained funds Open Retainers to view Client...
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Recording Client Invoice Payments
Use Record Payment on the client invoice. This tracks client money received, separately from staff payment slips. Record a payment Open the invoice...
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Editing, Sending, and Managing Invoices
Find invoices in the workspace Invoices list or the case’s Finances > Billing > Invoice History. Review and adjust an invoice Open the invoice and...
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Creating Invoices from Reviewed Work
Open a case’s Finances > Billing to prepare client billing from eligible time and expense entries. Check billing readiness You need Create Invoices...
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Understanding Pay Rates, Billing Rates, and Finance Items
Finance items define the kinds of work and costs your organization records; rates determine the amounts. Hours, quantities, and totals Time entries...
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Using the Billing Review Queue
The Billing Review Queue brings time and expense review into one workspace view. Work through the queue Open Billing Review Queue and use Awaiting...
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Reviewing, Approving, and Declining Entries
Review time and expenses from a case, the Expenses list, or the Billing Review Queue. Review the submission Filter for Awaiting Review. Check the...
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Understanding Entry Statuses and Financial Locks
Review, client billing, and staff payment are related but separate parts of an entry’s lifecycle. Entry statuses Awaiting Review: submitted and...
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Deleting Time and Expense Entries
Delete removes an eligible entry; it is different from declining it or recording a payment correction. Before deleting You need Delete Expenses....
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Undoing Approval to Correct an Entry
Undo Approval returns eligible approved work to review so it can be corrected. Requirements You need both Edit Expenses and Approve Expenses. At least...
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Correcting and Resubmitting Declined Entries
A Declined status means the submission was returned or rejected during review. Review the reason Find the entry using the Declined status filter in My...
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Editing Time and Expense Entries
Open the entry from the case’s Time & Expenses list or an expense list, then choose Edit when available. When editing is allowed You need Edit...
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Searching and Filtering Time and Expense Entries
Use the case’s Time & Expenses list for one case, My Expenses for your own work, or Expenses for a broader permitted view. Find an entry Open the...
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Adding and Managing Expense Receipts
Use receipts to support expense review and explain the recorded cost. Attach a receipt Open a new or eligible editable time and expense submission....
