Edit a Soft Cost
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:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter, or single-click the matter to highlight it.
- Scroll down to view the matter details.
- By default, you’ll see the matter summary. Click on the Billing tab.
- On the selected Expense, double-click the expense which will appear in the right-hand column; scroll up 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.
- On the Edit Expense screen, make your edits.
- Click Save at the top.
Billed
Alert: If your firm uses accrual-based accounting, use the Change/Write-off function to change bills.
To edit a billed soft cost:
- From the left navigation panel, click Matters.
- 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.
- By default, you’ll see the matter Summary. Click on the Billing tab. Underneath, you’ll be prompted with two options: Time/Expense and Invoice. Select Invoice.
- 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. - A screen will appear prompting you to proceed with making the selected invoice unfinal.
- Click Yes to confirm.
- You’ll now see the unlocked icon next to this invoice.
- Click on the 3 dots to the right of the invoice and select Edit.
- Click on the pencil icon to the right of the expense you’d like to edit.
- On the Edit Expense screen that opens, make your edits.
- Click Save.
- Repeat steps 9-11 for other expense cards as needed.
- To recalculate your invoice, click the blue Generate in the top right. The unpaid invoice will be saved.
