Hard Costs within CARET Legal are recorded in the New Check modal.
To access the New Check modal:
- Click in the main menu bar to access the Quick Add menu and select New Check (Hard Cost) under the Billing & Accounting section.
- In the Matters section select a link under Matter No to display the Matter details, then click the Time/Expenses tab, and the Expenses subtab. Click + in the tab bar and select New Check (hard-cost) from the drop-down menu.
- Click the Time icon in the navigation bar and select the Expenses tab. Click + in the tab bar and select New Check (hard-cost) from the drop-down menu.
- The New Check modal displays.
Complete the fields:
- Required fields are marked with a purple bar.
- Optionally, enter or select an associated Matter.
- Select the Bill checkbox under Assign Accounts & Matters to enable billing.
- Select Attach Bill/Receipt in the footer to include an attachment.
- Click Save & Close to save or Save & Print to save and open a PDF version of the check.