Soluno Integration: Follow the steps below to stage COPP charges for disbursement.
Navigate to the Settlement Tab of a case.
Scroll to the Costs section.
If the COPP amount needs to be changed, click on the dropdown arrow in line with COPP Charges and select Edit.
A pop-up window will appear.
Enter the new COPP amount and select Save.
Click on the dropdown arrow in line with the COPP Charges and select Stage Payment.
A pop-up window will appear confirming the payment for COPP Charges.
Select Save.
Click on the Client Trust option at the top of the Settlement Tab.
Click on the dropdown arrow in line with the COPP charges and select Push to Disbursement.
Navigate to the To Be Disbursed tab on the Client Trust Management Screen. Click on the dropdown arrow in line with the case and select Create Soluno Fee Invoice.
A pop-up window will appear confirming the fee invoice. Select Confirm.
Your COPP Charges will now be sent to Soluno.