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. View Existing Searches 🔔 Important: 5. Perform a Search 🔔…
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Disbursement and General Payments
A practical guide to entering a new general payment, including how to classify disbursements, supplier payments, and general ledger expenses. Learn how to link files, set tax categories, and ensure…
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How to enter a supplier invoice for a file or business expense
Record a bill from an outside supplier in Law App — either as a file disbursement that gets billed back to the client, or as a general business expense.
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How to Enter a Cost from Within a File
Record an office cost or disbursement directly from the Financials tab of a Law App file using the Cost and Disbursement sub-sections — the quickest method when you’re already working…
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How to Enter an Office Cost or Disbursement Journal
Record an office cost or a disbursement against a client file using Law App’s central journal entry screen. Same entry screen handles both — the Cost Type you select determines…
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