How to track batch costs, this can be useful if a firm uses a records retrieval company or has other invoices that apply to multiple clients and are using the Soluno Integration.
- Once the invoice has been received, navigate to the Costs Tab of the case for the first line item on the invoice.
- Select Add Cost.
- A pop-up window will appear.
- Select a contact type from the drop-down menu and select Next.
- Click the dropdown and search for the contact first.
- If the contact is not listed, click Add.
- Add the complete details for the contact, including payee information, address, and phone number.
- Select Save.
- When back in the original pop-up, choose the new contact from the drop-down menu.
- Enter cost information.
- Click Save.
- This cost will now be listed on the Cost Tab and the Cost Management Screen.
- Costs for this payee can be sent to Soluno all at once.
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