Add, Edit, Or Delete a Third-Party Bill

Our third-party bills tool lets you add, edit, and delete your third-party bills. This helps you manage these bills to ensure proper payments from trust, accurate trust reporting, and quick, reliable reporting in the Matter Cost Statement.

Add a Third-Party Bill

To add a third-party bill:

1. 1. From the left navigation panel, click Matters.
   2. On the Matters screen, double-click the matter and scroll down to its summary section.
   3. From the tabs atop the Matters Summary section, click Banking.
   4. From the tabs atop the Banking screen, click 3rd Party Bills.
   5. From the toolbar atop the 3rd Party Bills screen, click Add.
      
   6. On the Add Bill screen, from the Bill Date field’s drop-down, click the bill date.
   7. From the Due Date field’s drop-down, click the due date.
   8. In the Amount field, enter the bill amount.
   9. In the Pay To field, enter the person’s or entity’s name to whom the payment is due.
      Note: If you have previously entered the payee, click the name from the drop-down that displays.
   10. Check the Remember Payee checkbox to add the Payee for future use, if desired.
   11. In the Ref # field, enter a reference number or code, if desired.
   12. In the Memo field, enter a memo, if desired. This will display on reports. The first forty characters will also display on the check.
   13. In the Memo2 field, enter a memo for internal record-keeping only, if desired. Only your firm can see this.
   14. From the Category field’s drop-down, click the bill category. This also displays on your Matter Cost Statement.
   15. Under the Options section, from the Type field’s drop-down, click either Lien Claim for a lien or Other for all else.
   16. In the Original Amount field, enter the bill’s original payment amount if your firm negotiated a lower amount and you want a record of the original amount.
   17. In the Date of Service field, enter the bill’s date of service.
   18. Check the Hold Bill Payment checkbox to prevent bill payment until you remove the hold, if desired.
   19. Check the Mark as paid by other field’s checkbox if another party paid the bill and you want to record that information.
   20. In the Paid by field, enter the party’s name.
   21. In the Notes field, add your own notes for the bill.
   22. In the Documents section, click Add Document to upload a document for this bill, if desired. You can also Delete, Download, View the document, and view document Properties.

       Important

       All documents you add to a bill will display in the matter’s Document tab.  Adding a document to a bill created a new folder under Internal Documents called @3rd Party Bills.

• Take the appropriate action:
  • Click Cancel to exit the screen without saving the bill.
  • Click Save and New to save this bill and enter another.
  • Click Save to save this bill and return to the 3rd Party Bills screen. If you clicked Save or Save and New, the system adds the third-party bill and associates it to its designated matter.

Edit a Third-Party Bill

To edit to a third-party bill:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter and scroll down to its Summary.
3. From the tabs atop the Matters Summary section, click Banking.
4. From the tabs atop the Banking screen, click 3rd Party Bills.
5. On the 3rd Party Bills screen, select the bill, click on the three dots at the end of the row and from the drop-down, click Edit.
6. Make your edits.
7. In the lower right corner, click Save.
   The system saves your changes.

Delete a Third-Party Bill

To delete a third-party bill:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter and scroll down to its Summary.
3. From the tabs atop the Matters Summary section, click Banking.
4. From the tabs atop the Banking screen, click 3rd Party Bills.
5. On the 3rd Party Bills screen, select the bill, click on the three dots at the end of the row and from the drop-down, click Delete.
   The Delete Transaction message box gives you the details of the bill and asks: Are you sure you want to delete this bill?
6. Click Yes.
   The system deletes the bill.