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...