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The Accruals tab in the Matters Edit Mode allows you to track a matter’s accrual information. The Accrue Costs checkbox on the matter’s Base Info tab activates this tab.
Fields
Vendor – The name of the law firm/vendor submitting the unbilled amount for the specified time period.
Period Start – The date on which the accounting period started.
Period End – The date on which the accounting period ended.
Currency Type – The type (such as US Dollars) of currency at which the unbilled amount is being provided if the unbilled amount is in a currency other than the base currency for your company.
Conversion Rate – The rate used to convert the amount of the unbilled amount to the currency type of the company. The Conversion Rate field will become active if the currency type is other than the default option.
Unbilled Amount Billed Currency – The amount being submitted for the matter as unbilled for the specified accounting period.
Unbilled Amount Base Currency – The amount being submitted in the base currency.
Buttons
New – Click to add a new accrual item.
Delete – Click to remove the selected item in the grid.
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 items.