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Add a Cost Code to a Cost
Updated over 6 months ago

Here's how to add a cost to an existing unpaid cost or new cost.

Add a Cost Code to an unpaid cost that has already been added to a case.

  • Navigate to the Costs Tab of a case.

  • Click on the dropdown arrow aligned with the existing cost.

  • Select Edit Unpaid Cost, a cost code can not be added to a paid cost.

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Add a Cost Code to a new cost.

  • Click Add Cost.

  • A pop-up window will appear.

  • Select the Contact Type.

  • Click Next.

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  • The Add Cost or Edit Cost pop-up window will appear.

  • Fill in the Contact, Amount, Invoice, Priority Level, and Cost Code.

  • Click Save.

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  • The Cost Code will now display for the cost in the Cost Code column of the Costs Tab.

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