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Delete a Soft Cost

Delete a Soft Cost

Unbilled

To delete an unbilled 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.
  3. By default, you’ll see the matter summary. Click on the Billing tab.
  4. On the selected Time/Expense, double-click the timecard which will appear in the right-hand column; scroll up to view all the timecard details. You can also single-click it to highlight the expense, then click on the 3 dots to the right.
  5. Select Delete.
  6. The Expense message box displays: Are you sure you want to delete the Expense?
  7. Click ‘Yes’.
  8. The listing updates with the expense’s deletion.

Billed

To delete a billed 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. Underneath, you’ll be prompted with two options: Time/Expense and Invoice. Select Invoice.
  6. Single-click the impacted invoice to highlight it, then click on the 3 dots to the right of the Invoice and select Delete.
    • Note: All associated billable activities will be saved.
  7. You’ll be prompted with the following: “Are you sure you want to delete selected Invoice?” Select “Delete“.
  8. Click on the Time/Expense tab to view all billable entries.
  9. Click on the pencil icon to the right of the expense you’d like to delete and select ‘Delete‘.
  10. You’ll be prompted with the following: “Are you sure you want to delete the expense?” Select “Yes“.
  11. The listing updates with the expense’s deletion.

Bulk Delete Expenses

To delete expenses in bulk:

  1. From the left navigation panel, select Billing.
  2. From the Billing drop-down, select Time/Expense.
  3. On the Time/Expense screen, check the boxes beside the expenses you wish to delete.
  4. From the toolbar above the grid, click Delete.
  5. On the confirmation pop-up that appears, acknowledge the message by clicking Delete.
    Your request will be added to the job list and you will receive a success message once the item(s) are deleted.

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