How to track batch costs, this can be useful if a firm uses a records retrieval company or has other invoices that apply to multiple clients and are using the Soluno Integration.
Once the invoice has been received, navigate to the Costs Tab of the case for the first line item on the invoice.
Select Add Cost.
A pop-up window will appear.
Select a contact type from the drop-down menu and select Next.
Click the dropdown and search for the contact first.
If the contact is not listed, click Add.
Add the complete details for the contact, including payee information, address, and phone number.
Select Save.
When back in the original pop-up, choose the new contact from the drop-down menu.
Enter cost information.
Click Save.
This cost will now be listed on the Cost Tab and the Cost Management Screen.
Costs for this payee can be sent to Soluno all at once.