Send a Cost to Soluno

Once your firm has activated the Soluno Integration, you will be able to manage costs through the Costs Management page. Here is how to send a cost to Soluno. 

• Navigate to the left-hand side menu and click on the Management Tab.
• Select Costs from the dropdown options. 

• Choose the cost you want to send to Soluno from the Open Costs Tab.

• Make sure the cost has been Connected to a Soluno Contact.
• Confirm the Soluno Contact column has a green dot for the cost. 
• Select the dropdown menu to the far right of the selected cost and click Send to Soluno.

• A Send Check To Soluno pop-up will appear
• Select the bank account and click Confirm. 

• The cost has been sent to Soluno and the cost will now appear in the Pending Costs Tab of CASEpeer. 

• The Cost will now appear in Soluno in the Batch Check Print Tab.