The Vendors notebook is available with the Case Management Financials product suite. It is used to manage vendors (e.g., Outside Counsel) and contains information needed to process accounts payable, including information about payments, accounts, comments, and other data. The Vendors notebook is a component of the Entity Manager. It inherits from the Entity notebook and has all the same main section fields and tabs. In addition, it has the following main section fields and tabs:
Main Section Fields:
YTD Received – displays the total amount of invoices received from this vendor this year.
YTD Approved – displays the total amount of invoices approved for this vendor this year.
Tabs:
Yearly Summary – lists the total amount paid by year for the active vendor. It will also break down the total by fees and disbursements.
Invoices – lists all the invoices for the active vendor. It is similar to the Invoices tab on the Matters notebook, which lists all the invoices for the matter. Use the tab filtering mechanism to only display certain invoices (e.g., only the current year's invoices).
Vendor Rules – allows the administrator to configure on or off invoice audit rules specific to the vendor.
Billing Rates – displays attorney hourly rates on the Entities notebook, but on the Vendors notebook, this tab is used to specify hourly rates by classification for the vendor.
See
Accessing the Vendors Notebook