Related Topics Getting Started Related Topics Getting Started
The Costs tab in the Matters Edit Mode allows you to display the costs associated with a matter entered in the Invoices module. The top grid lists all invoices for the matter. The Details area lists the detail items for the invoice highlighted in the top grid.
Fields
Date – The date the invoice was submitted.
Vendor – The full name of the entity for which the invoice has been created.
Invoice # – An identifier for the invoice.
Status – The status (such as In Process) of the invoice.
Currency – The currency in which the invoice is being submitted.
Total Billed – The sum of all line items in the billed currency.
Total Discounts Billed – The sum of all discount line items in the billed currency.
Total Adjustments Billed – The sum of all adjustments to line items in the billed currency.
Adjusted Pre-tax Billed – The Total Billed plus any negative/positive Total Discounts Billed and Total Adjustments Billed.
Total Tax Billed – The sum of all taxes in the billed currency.
Adjusted Billed – The Adjusted Pre-tax Billed minus the Total Tax Billed. This is the amount the vendor is billing to the company for the matter in the billed currency.
Adjusted Base – The dollar amount that the vendor is billing to the company for the matter in the entity’s base currency.
Optional Field
The following field can be added to the grid by clicking the Options button and selecting the field (the fields also may be reordered to appear as needed on the page):
Transaction # – An identifier for the transaction.
Buttons
Jump – Click to open the Invoices module with information concerning the selected invoice.
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.
Cost Detail Subtab
The Cost Detail subtab in the Details area allows you to view the line item details for each invoice.
Cost Detail Subtab Links
View All Records – Click to open a dialog box with a list of invoice items.
Cost Detail Subtab Fields
Line Item Date – The date the work that is being invoiced was performed.
Cost Type – A category to indicate the type of work being performed.
Adjusted Base – The amount that the vendor is billing to the company in the entity’s base currency after any adjustments/discounts have been applied.
Professional – The name of the person performing the work that is being invoiced.
Vendor – The full name of the entity for which the invoice has been created.
Adjustment Date – The date an adjustment was applied to the line item.
Total Adjustments Billed – The dollar amount that will be added to or subtracted from the original amount due to manually entered adjustments.
Adjustment Type – The type of adjustment (such as reduced fees or reduced hours).
Total Discounts Billed – The dollar amount that will be added to the original amount due to discounts.
Hours/Units – The number of hours or units that are being billed.
Rate – The amount per hour or unit that is being billed.
Cost Detail Subtab Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Activity Type – The type of work performed within the phase and task.
Adjusted Pre-tax Billed – The amount that the vendor is billing to the company in the vendor’s currency after any adjustments/discounts have been applied.
Expense Type – A code to designate the type of expense.
Import Warning – Any warnings/errors that occurred during the import process if Smart Invoice is used.
Total Billed – The total amount of the line item before adjustments/discounts are included.
Cost Detail Subtab Buttons
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.