How to Perform an InfoTrack Search in Law App Made by Kelly Mills 1. Open the File Menu 2. Select the File 3. Go to the InfoTrack Tab 4....
Can I move an InfoTrack charge from one file to another to a different file Yes. If you have internal admin access, you can update the file linked to an InfoTrack charge by editing both...
Editing supplier invoices including Infotrack search file charging This step-by-step guide explains how to edit supplier invoices in Law App, including reallocating Infotrack search disbursements to the correct file. It covers accessing the accounting tab, locating and editing supplier entries, clearing incorrect file allocations, and assigning the invoice to a new matter.
What am I allowed to change in the supplier invoice You may update: The descriptive details The file number that the invoice is allocated to. Do not edit the amounts...
InfoTrack billed us too much – can we just reduce the amount manually No. InfoTrack typically issues credit notes rather than editing existing invoices. If an amount appears too high, a credit is...
Is there anything special I should know about GST on InfoTrack charges Yes. Law App hard-inserts GST handling for InfoTrack invoices based on data received directly from InfoTrack. This is done so...
How to add your Infotrack login to Law App so you can perform searches To perform searches with InfoTrack you will need to add your InfoTrack Login to your account for each employee. To...
How to Enter and Allocate Supplier Payments in Law App Step-by-step instructions for entering and allocating supplier payments in Law App, including tips for handling large multi-invoice payments.