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”
Enter the case details
Select cost type as hard cost
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.)
Select the payment account from the dropdown menu
Print check
Fill out check details
Enter details in description box (will display on the memo line of the check, as well as the client invoice)
Print Check
Option B
Start by navigating to the billing tab > expenses > “add expense”
Enter the case details
Select cost type as hard cost
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.)
Select the payment account from the dropdown menu
Print check
Fill out check details
Enter details in description box (will display on the memo line of the check, as well as the client invoice)
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).