Delete a Hard Cost

Delete a Hard Cost

Unbilled Status

To delete an unbilled expense:

1. From the left navigation panel, click Banking.
2. Click the Bank account to highlight it, and scroll down to view the associated Transactions.
3. Highlight the Hard Cost with a single click, then click on the three dots to the right.
4. From the drop-down menu, choose ‘Delete.’
5. Your entry will be deleted. You can delete the entire transaction which will delete the expense associated with it or delete a specific entry.
6. The Banking screen updates. The system removed the transaction and its linked hard cost expense from your bank account and matter.

Billed Status

To unlink a billed expense:

1. From the left navigation panel, click Matters.
2. Highlight the Matter with a single click, then scroll down to view the matter details.
3. From the Matter Details navigation, click Billing.
4. From the tabs below the Billing screen, click Invoice. The Invoice screen opens, displaying a toolbar atop the screen.
5. Locate the invoice containing the expense card.
6. Take the appropriate action:
   • Unlink single expense from the invoice:
     • Single-click the invoice.
     • From the toolbar, click Delete.
       The Delete Invoice message box reads: Are you sure you want to delete the selected invoice?
     • Click Yes.
       The Matter Details screen updates with the deletion.
   • Unlink Multiple Expenses:
     • Single-click the invoice.
     • From the toolbar, click Edit.
     • In the Edit Invoice screen, uncheck the boxes to the left of the hard costs expenses you want to remove from the invoice.
     • In the upper right corner, click Generate.
       The Matter Details screen updates with your edits.
     • Atop the screen, click Time/Expense.
       The Time/Expense screen opens. displaying a toolbar atop the screen and listing hard-cost expenses associated with the matter.
     • Single-click the unbilled expense to highlight it.
     • Click Delete.
       The Delete Time/Expense message box reads: Are you sure you want to delete this card?
     • Click Yes.
       The Time/Expense screen updates to reflect the deletion.
7. From the left navigation panel, click Banking.
8. On the Banking screen, double-click the bank account to highlight it, then scroll down
   The Transaction screen lists all account transactions.
9. Double-click the transaction, then click on the three dots to the right.
10. From the drop-down menu, select Edit.
11. On the Edit Transaction screen, scroll down to the list of expenses, and check the box beside the expense you wish to unlink.
12. Click Save. The system returns you to the Transaction screen.
13. Single-click the transaction again to highlight it.
14. From the toolbar, click Delete.