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 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
Matter > Details > Invoice > Add >
Confirm dates for invoice, due date, and include time/expense through
Note the overhead charges
Note Total Tax Applied > for detailed breakdown Click Arrow. See “Understanding Total Taxes on Invoices and Reimbursement Logic”.