Delete a Hard Cost

Hard cost expenses bridge Billing and Accounting, so you must delete them from the Accounting section.

Delete a Hard Cost

Unbilled Status

To delete an unbilled expense:

  1. From the left navigation panel, click Accounting.
  2. Atop the Accounting left navigation, click Bank
  3. In the Bank screen, double-click the bank account or single-click it to highlight it, then from the toolbar atop the screen, click Edit.
    The Transaction screen opens, listing all account transactions.
  4. Single click the transaction to highlight it.
  5. Click Delete.
    The Delete Transaction message box reads: Are you sure you want to delete this transaction?
  6. Click Yes.
    The Accounting screen updates. The system removed the transaction and its linked hard cost expense from your bank account and matter.

Billed Status

To delete a billed hard cost expense:

  1. From the left navigation panel, click Accounting.
  2. Atop the Accounting left navigation, click Bank.
  3. In the Bank screen, double-click the bank account or single-click it to highlight it, then from the toolbar atop the screen, click Edit.
    The Transaction screen opens, listing all account transactions.
  4. Either double-click the transaction, or single-click it to highlight it, then from the toolbar, click Edit.
    The Edit Operating Transaction screen opens.
  5. At the bottom of the screen, click Unlink Expense Card.
    The Warning message reads: Upon unlinking, expense card will still be retained with the matter as a soft cost. Transaction’s chart of account will be retained as a Client Cost. Ensure to manually fix these items if needed. Do you want to continue? 
  6. Click Yes.
    The system returns you to the Transaction screen.
  7. Single-click the transaction again to highlight.
  8. From the toolbar, click Delete.
  9. From the left navigation panel, click Matters.
  10. In the Matters screen, either double-click the matter, or single click it to highlight it, then click Details.
  11. From the Matter Details left navigation, click Billing.
  12. From the tabs atop the Billing screen, click Invoice.
    The Invoice screen opens, displaying a toolbar atop the screen.
  13. Locate the invoice containing the expense card.
  14. Take the appropriate action:
    • Invoice Includes Only This Item
      1. Single-click the invoice.
      2. From the toolbar, click Delete.
        The Delete Invoice message box reads: Are you sure you want to delete selected invoice? 
      3. Click Yes.
        The Matter Details screen updates with the deletion.
      4. Continue at step 5 below.
    • Invoice Includes Multiple Items
      1. Single-click the invoice.
      2. From the toolbar, click Edit.
      3. In the Edit Invoice screen, uncheck the boxes to the left of hard costs expenses you want to remove from the invoice. 
      4. In the upper right corner, click Generate.
        The Matter Details screen updates with your edits.
      5. Atop the screen, click Time/Expense.
        The Time/Expense screen opens. displaying a toolbar atop the screen and listing hard cost expenses associated with the matter.
      6. Single-click the unbilled expense to highlight it.
      7. Click Delete.
        The Delete Time/Expense message box reads: Are you sure you want to delete this card?
      8. Click Yes.
        The Time/Expense screen updates to reflect the deletion.
Updated on January 4, 2022

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