If a Cost or Trust check does not process to Soluno, here are several troubleshooting tips:
Check your CASEpeer inbox for a message about why the check did not process.
Make sure the funds are deposited into the correct account.
In Costs Management, make sure the cost has a full address for each contact. If the contact is missing an address, it may not be sent over depending on your Soluno settings.
If you receive an error when depositing a check, ensure that the insurance contact has a full address. This should resolve the error.
Make sure the contact has been created in Soluno. If the contact hasn't been created in Soluno, you will see a red dot next to the cost.
Verify the email address of the Lead Attorney assigned to the case matches email address assigned to the account in Soluno, note this is case sensitive.
Teams and Offices need to be set and have to be accurate with what is in Soluno.
The firm must have 'user can log time' set in Soluno.
The firm must have a COPP and Property Damage set up in Soluno as Activation Codes - if data was imported, these are automatically created during an import
The firm needs a personal injury case type in Soluno.
Address parameters need to be toggled off in Soluno.
The balance in the trust may not go negative. Check the message center for an error. You can also click the View Soluno Balance button on the Settlement Tab of the case.
If the firm uses Teams or Offices, the case may need to be disconnected and reconnected if the casefile was originally set up in a different Office.
If an error occurs when accessing the Settlement tab, update the case assignments. This should resolve the error.
A good way to test the casefile health is to hit View Soluno Balance in the Settlement Tab.
If the Trust Balance shows $0.00, this could mean the check was only deposited into CASEpeer.
Click on the Client Trust option at the top of the Settlement screen.
Find the check you need to deposit into Soluno and select the drop-down arrow to the right.
Select Deposit Check to Soluno to send the deposited check to Soluno.
Confirm the Soluno balance has been updated by selecting View Soluno Balance again.