Delete a Soft Cost

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:

1. From the left navigation panel, click Matters.
2. 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.
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 atop the screen, click Delete.
   The Delete Time/Expense message box reads: Are you sure you want to delete this card?
7. Click Yes.
   The Time/Expense screen refreshes to reflect the deletion.

Billed

To delete a billed soft cost:

1. From the left navigation panel, click Matters.
2. 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.
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 atop the screen, click Edit.
7. 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.
8. Click Generate.
   The system recalculates the invoice total and updates the invoice. The expense card displays as entered or unbilled. 
9. Go back to the Time/Expense tab. 
10. 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?
11. Click Yes.
    The Time/Expense screen refreshes to reflect the deletion.