The process for deleting a soft cost depends on whether your firm has billed for it.
Delete a Soft Cost
Unbilled
To delete an unbilled soft cost:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter, or single-click the matter to highlight it, then in the toolbar atop the screen, click Details.
- From Matters Details left navigation, click Billing.
- From the tabs atop the Billing screen, click Time/Expense.
- On the Time/Expense screen, single-click the expense card to highlight it.
- From the toolbar atop the screen, click Delete.
The Delete Time/Expense message box reads: Are you sure you want to delete this card? - Click Yes.
The Time/Expense screen refreshes to reflect the deletion.
Billed
To delete a billed soft cost:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter, or single-click the matter to highlight it, then in the toolbar atop the screen, click Details.
- From Matters Details left navigation, click Billing.
- From the tabs atop the Billing screen, click Invoice.
- On the Invoice screen, single-click the invoice to highlight it.
- From the toolbar atop the screen, click Edit.
- On the Edit Expense screen, in the Select Time/Expense cards to Include section, uncheck the box to the left of the soft cost expense.
- Click Generate.
The system recalculates the invoice total and updates the invoice. The expense card displays as entered or unbilled. - Go back to the Time/Expense tab.
- From the toolbar atop the Time/Expense screen, click Delete.
The Delete Time/Expense message box reads: Are you sure you want to delete this card? - Click Yes.
The Time/Expense screen refreshes to reflect the deletion.