Add Bulk Costs to Cases

How to add costs for the same vendor to multiple cases. 

• Navigate to the Main Menu Home Icon and click on Management. 
• Select Costs.

• Click Add Bulk Costs.

• Select the Contact Type, Contact, and Payment Method.

• Click on the Case dropdown.
• Search and select the Case for the first line item on the invoice.
• Add in the Amount, Memo, Invoice Number, and Priority.

• Click Add Cost Row for every case to add to the list of bulk costs.
• Click Submit once all cases have been added. 

• The costs will now be available on the Cost Tab of the cases and on the Cost Management Screen. 
• NOTE: Adding bulk costs is permission-based. If the option to Add Bulk Costs is not available, please contact your firm administrator for the Accounting Management Page Access permission.