Related Topics Getting Started Related Topics Getting Started
The Matter tab in the Invoices Edit Mode allows you to track the matter or matters associated with an invoice. This tab contains subtabs to track invoice details, taxes, allocations, and approvals.
Fields
Matter Name – The name of the matter associated with an invoice.
Matter Number – The identifier for the matter.
Currency – The type (such as US Dollars) of currency at which the invoice is billed.
Total Billed – The amount being invoiced for the matter in the currency in which the vendor is submitting the invoice.
Total Discounts Billed – The invoice-level discount apportioned to the matter or the total of all discount line items in the currency in which the vendor is submitting the invoice.
Total Adjustments Billed – Any changes that have been entered manually as adjustments to the amount of the invoice for the matter in the currency in which the vendor is submitting the invoice.
Adjusted Pre-tax Billed – The amount being invoiced for a particular matter plus any adjustment and discount amounts in the currency in which the vendor is submitting the invoice.
Total Tax Billed – The total amount of taxes for the matter in the currency in which the vendor is submitting the invoice.
Adjusted Billed – The amount being invoiced for a particular matter minus the total taxes in the currency in which the vendor is submitting the invoice.
Adjusted Base – The amount being invoiced for a particular matter in the entity’s base currency if different than the billed currency.
Buttons
New – Click to associate a matter with the invoice.
Delete – Click to remove a matter association.
Jump – Click to access more information concerning the matter.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of invoices.
Defaults – Click to restore the default allocation/approval list from the Player tab in Matters. The current list will be replaced.
Subtabs
Invoice Detail – Provides an area to record invoice line item information.
Matter Tax Detail – Provides an area to record taxes on invoice amounts.
Invoice Allocation – Provides an area to allocate all or part of an invoice to an entity.
Invoice Approval – Provides an area to record approval information for an invoice.