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The Recovery tab in the Matters Edit Mode allows you to track recovery or reimbursements of a matter's costs, or settlement/judgments paid to the company by third parties (e.g., insurance companies or co-defendants). No interaction exists between this tab and the Costs tab.
Fields
Recovery From – The name of the entity or person from whom the costs were recovered.
Recovery To – The name of the entity or person to whom the costs are being paid.
Recovery Date – The date the costs were recovered.
Amount – The amount of costs recovered.
Type – The classification for the costs recovered.
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):
Amount Foreign – The amount of the recovery expressed in a currency other than the entity’s base currency.
Conversion Rate – The rate used to convert the amount of the recovery to the currency type of the company.
Currency Type – The currency in which the amount of the recovery is expressed.
Buttons
New – Click to create a new item in the grid.
Delete – Click to remove the selected item.
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.