The process for editing a soft cost depends on whether your firm has billed for it.

Edit a Soft Cost

Unbilled

To edit an unbilled soft cost:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter, or single-click the matter to highlight it.
  3. Scroll down to view the matter details.
  4. By default, you'll see the matter summary. Click on the Billing tab.
  5. On the selected Expense, double-click the expense to view all the expense details.
    • You can also single-click it to highlight the expense, then click on the 3 dots to the right of the expense and select Edit.
  6. On the Edit Card screen, make your edits.
  7. Click Save.

Billed

Alert: If your firm uses accrual-based accounting, use the Change/Write-off function to change bills.

To edit a billed soft cost:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter and scroll down to view the matter details.
    • You can also single-click it to highlight the timecard, then click on the 3 dots to the right of the timecard select Edit, and scroll down to view the matter details.
  3. By default, you'll see the Matter Summary. Click on the Billing tab. Select Invoice.
  4. Single-click the impacted invoice to highlight it, then click on the 3 dots to the right and select Revert to Draft.
    Note: Since this Invoice has been approved, editing is not permitted. You can View/Print the invoice or revert it to draft first for editing. You can also use the Change/Write-Off option under the Action menu to make subsequent changes/write-offs.
  5. A pop up will appear cautioning you with the consequences if you proceed with reverting the selected invoice to draft.
  6. Click Revert to Draft to confirm.
  7. Click on the 3 dots to the right of the invoice and select Edit.
  8. Follow the steps above to edit an unbilled soft cost.