Once your firm has activated the Soluno Integration, you will be able to manage costs through the Costs Management page. Here is how to send a cost to Soluno.

Navigate to the left-hand side menu and click on the Management Tab.

Select Costs from the dropdown options.

Choose the cost you want to send to Soluno from the Open Costs Tab.

Make sure the cost has been Connected to a Soluno Contact.

Confirm the Soluno Contact column has a green dot for the cost.

Select the dropdown menu to the far right of the selected cost and click Send to Soluno.

A Send Check To Soluno pop-up will appear

Select the bank account and click Confirm.

The cost has been sent to Soluno and the cost will now appear in the Pending Costs Tab of CASEpeer.

The Cost will now appear in Soluno in the Batch Check Print Tab.