Costs Management

First View: Firm Administrators and those with the Accounting Management Page Access advanced permission can use the Costs Management Report as a vital tool for keeping track of and paying all costs. This is a great way for your Accounting Department to stay on top of costs firm-wide. 

There are two sections:

• Open Costs: All the requested costs for cases 
• Paid Costs: Issued payments over the last 30 days

Instead of having to go into every case, you can cut checks for all the costs requested or confirm a cost has been paid by Credit Card. You can also mass pay costs by entering in the check or credit card number for each one, and selecting "Save" at the top of the report. Once costs have been marked as paid, those costs will transfer over from the Open Costs section to the Paid Costs section and the cost in the client file will show up as "paid" as well. 

The Cost Management Report is also a great way to add bulk costs across multiple cases at once for a single contact. Here's how to add bulk costs. 

If your firm uses the QuickBooks Online Integration (QBO), there is a third section called Pending Costs. 

• With the integration, you can send costs to your QBO account (shifting them from the "Open" to the "Pending" section), pay them in QBO, and then the costs will move over to the "Paid" section. 

Second View: Any user can access Costs Management to view the costs they personally have requested on their cases. They can use the Costs Management Report to check and see which costs have been paid and which are outstanding. 

 Note: If you do not see all the columns mentioned below, it may have to do with the size of your browser. Please take a look at FAQs on directions to see all the columns.