Add a Cost Code to a Cost

Here's how to add a cost to an existing unpaid cost or new cost. 

Add a Cost Code to an unpaid cost that has already been added to a case. 

• Navigate to the Costs Tab of a case.
• Click on the dropdown arrow aligned with the existing cost.
• Select Edit Unpaid Cost, a cost code can not be added to a paid cost.

Add a Cost Code to a new cost.

• Click Add Cost.
• A pop-up window will appear.
• Select the Contact Type.
• Click Next.

• The Add Cost or Edit Cost pop-up window will appear.
• Fill in the Contact, Amount, Invoice, Priority Level, and Cost Code.
• Click Save.

• The Cost Code will now display for the cost in the Cost Code column of the Costs Tab.