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How to Write a Check from Operating Account for a Client Expense with MyCase Accounting
How to Write a Check from Operating Account for a Client Expense with MyCase Accounting
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Written by Crystal Lindsey
Updated over a week ago

There are several ways to initiate a check within MyCase with the Accounting add on feature.

Table of Contents

Advanced Client Costs

Firm Expenses

Advanced Client Costs

Enter a Client Expense and Pay via a Check from the Operating Account

Option A

CLIENT EXPENSES OR ADVANCED CLIENT COSTS

Write a client expense and print a check from the operating account:

Start by navigating to “add item” in the upper right corner of your screen > “add expense”

  1. Enter the case details

  2. Select cost type as hard cost

  3. Toggle the expense to “paid”. (This refers to whether you, the attorney, or firm are paying for the expense and is not referring to the client.)

  4. Select the payment account from the dropdown menu

  5. Print check

  6. Fill out check details

  7. Enter details in description box (will display on the memo line of the check, as well as the client invoice)

  8. Print Check

Option B

Start by navigating to the billing tab > expenses > “add expense”

  1. Enter the case details

  2. Select cost type as hard cost

  3. Toggle the expense to “paid”. (This refers to whether you, the attorney, or firm are

    paying for the expense and is not referring to the client.)

  4. Select the payment account from the dropdown menu

  5. Print check

  6. Fill out check details

  7. Enter details in description box (will display on the memo line of the check, as well as the client invoice)

  8. Print Check

(Please note, if your check numbers are already on your checks please make sure to exclude the check number when you print the check or cover the check number with a removable strip).

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