Adjustment Notes

Adjustment Notes

This course covers how to create Adjustment Notes

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About this course

In this course you’ll learn how to create an Adjustment Note for:

      • Total Amount of Bill
      • Fee Discount Only
      • Credit Fee, Disbursement and Office Expense amounts back to the Matter
      • Write Off  Fee, Disbursement and Office Expense amounts

Duration: 30 minutes

Curriculum

  • Introduction
  • Overview
  • Overview Quiz
  • Individual Records
  • Individual Records Quiz
  • Set Value
  • Set Value Quiz
  • Settings
  • Settings Quiz
  • Clearing Anticipated Disbursements and Office Expenses
  • Summary

About this course

In this course you’ll learn how to create an Adjustment Note for:

      • Total Amount of Bill
      • Fee Discount Only
      • Credit Fee, Disbursement and Office Expense amounts back to the Matter
      • Write Off  Fee, Disbursement and Office Expense amounts

Duration: 30 minutes

Curriculum

  • Introduction
  • Overview
  • Overview Quiz
  • Individual Records
  • Individual Records Quiz
  • Set Value
  • Set Value Quiz
  • Settings
  • Settings Quiz
  • Clearing Anticipated Disbursements and Office Expenses
  • Summary