Note:  For Canada, as Matters are set to be taxable, the system is set to automatically mark all soft costs as “taxable”.  You may change this on the expense card, if desired.

  • On the Matter Screen > Select Matter > Soft Cost > Enter information

How to enter Bulk Expense Recovery Entries

Detailed instructions on capturing and importing bulk expense recovery items is at:  

How to enter Overhead (Expense Recovery)

Overhead is applied at the time the invoice is created.  For many attorneys, it is applied in lieu of soft costs.  Overhead is taxable.  Overhead % can be setup globally for all invoices the firm generates:

  • Setup > Firm Settings > Financial Settings > Overhead Charges > Save

If Matter is taxable, taxes will be added automatically; create invoice