Edit a Soft Cost

The process for editing a soft cost depends on whether your firm has billed for it. 

Edit a Soft Cost

Unbilled

To edit an unbilled soft cost:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter, or single-click the matter to highlight it, then in the toolbar, click Details.
3. From Matters Details left navigation, click Billing.
4. From the tabs atop the Billing screen, click Time/Expense.
5. On the Time/Expense screen, single-click the expense card to highlight it.
6. From the toolbar, click Edit.
7. On the Edit Expense screen, make your edits.
8. In the lower right corner, click Save.
   The Time/Expense screen updates to reflect your edits.

Billed

To edit a billed soft cost:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter, or single-click the matter to highlight it, then in the toolbar, click Details.
3. From Matters Details left navigation, click Billing.
4. From the tabs atop the Billing screen, click Invoice.
5. On the Invoice screen, single-click the invoice to highlight it.
6. From the toolbar, click Edit.
7. On the Edit Invoice screen, in the Select Time/Expense cards to Include section, to the far right of the expense, click Edit.
   The Edit Invoice message box reads: Saved changes will update Time/Expense card and invoice totals.
8. Click OK.
9. On the Edit Expense screen, make your edits.
10. In the lower right corner, click Save.
    The Select Time/Expense cards to Include section reflects your expense card’s updates.
11. In the upper right corner, click Generate.
    The system recalculates the invoice total and updates the invoice. The expense card displays as unbilled.