To add a one-off charge:
1. Open the Charges Tab of a Case
2. Click the ‘Add Charge’ button in the top right
3. Complete the Charge Details screen
The table below outlines the main fields used to record charge information.
Field | Description |
Attorney/Charge User | Assign the charge to a user within the system. This user has usually completed the work or is responsible for the charge e.g. the Fee Earner of the case. |
Time | Please see the section on ‘Add Time Related Charges’ for information on how this field works. |
Date | This defaults to today’s date. You can amend this if needed. |
Amount | Record the amount of the charge. This will add the charge in your system’s default currency. To add a charge in a different currency please see ‘Add Charges in Different Currencies’. |
Description | Enter a short phrase to describe the purpose of the charge. |
Category | Select the type of charge:
|
Sub-Category | (Optional) Select a sub-category to provide more information about the type of charge. It is possible to customise this list by contacting our Support team. |
For more information about other charge fields please see ‘Charge Information Fields’.
4. Click ‘Save’ to add the charge to the case OR Click ‘Cancel’ to go back
5. You will be taken to the Charges tab of the case.
New charges will not be marked as ‘Billed’ until they have been invoiced. Please see the section on ‘Billing & Invoicing’ for more information on how to do this.