Case Account
The case account reflects the financial relationship between the law firm and the client, specific to the case. It provides a view of case-related invoices, credits, cancellations, third-party funds, and direct expenses.
Advance invoices are marked in the Advance column. Transactions cannot be posted or changed directly in the case account. It is simply a convenient view of the financial accounting for the case. This ensures consistent financial and case accounting. Please also read the chapter on Accounting.
At the bottom of the case account, you can see the revenue and balance of the case at the time of the selected record in the list. By selecting a row in the case account, the balance and revenue up to that entry are calculated and displayed.
Filter
You can filter by time period and booking period.
FoMa - Posting
With Lexolution.FoMa enabled, you can use this button to transfer posted payments as a transaction to the associated FoMa case. This opens the dialog Post Payments to Claims Management.
Payment Order
Using the Third-Party Funds and Tax-Free Expenses buttons, you can directly access the view of payment orders to continue working there.
Old Case Account
The Show Old Case Account button is of interest if you have transferred your old data from a previous system to Lexolution. Clicking the button will display the case account from the previous system in PDF format as information. The prerequisite is that the document named Case Account is available as a PDF file in the case directory ([Server]\KMS-Documents\CaseDocuments\[CaseNumber]\).
Show Partial Invoices
The checkbox determines whether partial invoices should be displayed as individual data lines or summarized as collective invoice lines.
Case Account Report
You can print the case account. The report includes information in the header about the case name, creation date, balance, revenue, and filter settings.
Related to